Phillipsburg, NJ Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,115 offices

Location

Phillipsburg NJ

Advisors at this office

2

Advisors at this office

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Edward W

Series 63, Series 66

Phillipsburg, NJ

Cetera

Edward Winters Jr. is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Winters serves as a power of attorney for his son. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary solutions, model portfolios, and access to 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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Maria W

Series 66

Phillipsburg, NJ

Cetera

Maria Winters is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 designation and has been affiliated with Cetera Advisors LLC since 2013. Winters also operates EM Winters Financial Services, a separate investment-related business, and is a licensed notary public. Cetera 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 financial planning services and provides access to multiple program structures 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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