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Amanda H

Series 63, Series 66

Winston Salem, NC

Cetera

Amanda Hall is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Cetera, she worked at Capital Guardian Wealth Management and has been involved with Masters Private Client Group LLC since 2015. Outside of advising, she provides accounting services including financial statement preparation and account reconciliations. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a broad network of over 10,000 advisors and manages more than $256 billion in assets.

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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William P

Series 66

Winston Salem, NC

Cetera

William Pickering is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp. He also operates First Summit Financial, where he manages operations and oversees the sales and service of insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program platforms with both affiliated 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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