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Steven N

CFP®, Series 63

Palm Harbor, FL

Cetera

Steven Nordbeck is a CFP® professional with 39 years of industry experience, currently serving at Cetera Investment Advisors LLC since 2014. He also has a 20-year tenure at Achieva Credit Union. Outside of his advisory roles, he co-owns an equestrian boarding and training business with his spouse. Cetera Investment Advisors LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a wide range of clients including individuals, employer-sponsored plans, corporations, and institutions. The firm operates a multi-manager platform, offering advisors various program options and access to third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Burdell R

Series 66

Palm Harbor, FL

Cetera

Burdell Ramsey is a financial advisor with Cetera in Palm Harbor, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael L

Series 66

Palm Harbor, FL

Cetera

Michael Latimer is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial, JP Morgan Chase Bank, and Horace Mann Investors. Outside of advising, he co-owns Sterling Innovations, LLC, an e-commerce business managing product shipping and inventory with his spouse. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with extensive program options and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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