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Michael O
Series 66
Scottsdale, AZ
Cetera
Michael Ortola is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at several firms, including Vanguard Group and Morgan Stanley, and currently provides financial advisory services through Netvest Financial, LLC. Outside of his advisory work, he is involved in real estate activities as an agent and owner of a real estate business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to third-party managers, operating a multi-manager platform with more than $256 billion in assets under management.
Eric D
Series 66, Series 63
Scottsdale, AZ
Cetera
Eric Dye is a financial advisor at Cetera with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with firms including J.P. Morgan Securities LLC and Financial Engines Advisors L.L.C. He is also involved in estate and trust financial planning through his role with Netvest Financial, LLC, where he provides financial services and sells fixed insurance products such as life, health, disability, and Medicare supplement insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities and providing access to affiliated and third-party investment managers.
John C
Series 63, Series 66
Scottsdale, AZ
Cetera
John Cartolano Jr. is a financial advisor at Cetera with Series 63 and Series 66 credentials and 38 years of industry experience. He has held roles at multiple firms, including LPL Financial and Summit Financial Group. He is also the owner of Netvest Financial, LLC, an SEC-registered investment advisory firm that provides investment and trust services, and is involved in several other business ventures including document preparation and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial arrangements.
Jayson W
Series 63, Series 66
Scottsdale, AZ
Cetera
Jayson Walker Sr. is a financial advisor at Cetera with over 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including LPL Financial and Summit Financial Group. Outside of his advisory role, he serves as Executive Vice-President at Netvest Financial, LLC, which provides investment advisory and trust services, and is also involved in tax preparation as an Electronic Return Originator. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.
Michael C
Series 66, Series 63
Scottsdale, AZ
Cetera
Michael Cartolano is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Cetera and its affiliates since 2020 and previously at LPL Financial. Outside of advisory roles, he has been involved in the food service industry through a gourmet burger business entity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients across the U.S. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a broad range of program options and over $256 billion in assets under management.
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