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Melissa L

Series 66

Pine, CO

Cetera

Melissa Little is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. Her career includes multiple roles within Cetera entities since 2019. Outside of finance, she is involved with Little Bakery LLC and has a history of entrepreneurship in the dive and travel sector with Grateful Dive. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, and supports advisors with model portfolios 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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