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Curtis M
Series 63, Series 66
Pinckney, MI
Cetera
Curtis Meono is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Cetera since 2023 and has been associated with Vantage Financial Group, Inc. since 2013. In addition to his advisory role, he is an insurance agent selling life, disability, annuities, and long-term care insurance. Cetera is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a large network of independent advisors.
Eric B
Series 63, Series 66
Pinckney, MI
Cetera
Eric Barnes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Vantage Financial Group, Inc. and Cetera Wealth Services, LLC. He is also an insurance agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures.
Sarah E
CFP®, ChFC®, Series 63, Series 65
Pinckney, MI
Cetera
Sarah Emery is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations. Emery previously worked at LPL Financial and The State Bank, and she currently owns Emery Financial LLC, which provides financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, model portfolios, and third-party manager selections.
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