Fort Myers, FL Cypress Terrace Cir Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,115 offices

Location

13720 Cypress Terrace Cir Ste 302

Fort Myers FL 33907

Advisors at this office

2

Advisors at this office

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Alec B

Series 66

Fort Myers, FL

Cetera

Alec Bellino is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked in various service positions including at Ruby Tuesday's and TGI Friday's. He is also involved with Retirement Advisors, where he assists with client communications and administrative tasks. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.

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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Logan N

Series 66

Fort Myers, FL

Cetera

Logan Norris is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with Retirement Advisors, Inc. and Cetera ADVISORS LLC, and has also worked outside finance as a server at Stir Crazy Restaurant. In addition to his advisory role, he is an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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