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Charles M

Series 63, Series 65

Steubenville, OH

Cetera

Charles Mccoy II is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been affiliated with Cetera and its related entities since 2015. In addition to his advisory role, Mccoy is involved in insurance sales, including life, health, disability, annuities, and long-term care products, through separate businesses. 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 a variety of portfolio management and financial planning services, executed across multiple program structures and custodial relationships.

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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Eugene Z

Series 63, Series 66

Steubenville, OH

Cetera

Eugene Zrinyi Jr. is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has previously worked at firms including Scottrade and Equitable Advisors. Outside of his advisory role, he is active in his community as a board member of the Follansbee and Jefferson County Chambers of Commerce and the United Way of Jefferson County, and serves as an ambassador for the Jefferson County Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program structures, supported by a multi-manager platform and over $256 billion in assets under management.

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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Christian H

Series 66

Steubenville, OH

Cetera

Christian Hoffman is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cetera Wealth Services, LLC, Tri State Financial Services, and Steubenville City Schools, along with ongoing full-time college studies. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning services through a large network of independent advisors.

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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Kenneth P

Series 63

Steubenville, OH

Cetera

Kenneth Perkins is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advising, Perkins serves on the boards of several local organizations, including the Jefferson Soil and Water Conservation District and the Steubenville Cultural Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of advisors, utilizing a multi-manager platform with varying program structures and investment options.

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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