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Joseph V
Series 66, Series 63
Stoneham, MA
Cetera
Joseph Vita is a financial advisor at Cetera with Series 66 and Series 63 credentials and 55 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, and National Planning Corporation. He is also an agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.
Steven F
Series 63, Series 65
Stoneham, MA
Cetera
Steven Finocchiaro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Winchester Financial since 2007. In addition to advisory services, he is involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Paul P
Series 63, Series 66
Stoneham, MA
Cetera
Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.
Mark F
CFP®, Series 66
Stoneham, MA
Cetera
Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.
Megan B
Series 63, Series 65
Stoneham, MA
Cetera
Megan Bach is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of her advisory role, she serves as Vice President of Finance for the Hickory Hill Swim & Tennis Club and is a co-troop leader for a local Girl Scouts USA troop. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.
Barry D
Series 63, Series 66
Stoneham, MA
Cetera
Barry Debany is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and owns Debany Financial Group, LLC, which provides financial services. Outside of finance, he is the executive producer of a musical performance scheduled for Carnegie Hall in 2027. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment advisory services through a multi-manager platform, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
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