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BROKER–DEALERS: 1,000 Advisors or More Diversity, Equity and Inclusion
CETERA FINANCIAL GROUP
Diverse backgrounds. Fresh ideas. Varying points of view. All bring greater innovation and success to any organization. We celebrate individuality, and always strive to create an environment that empowers everyone to be their whole self. As part of its commitment to DEIB, Cetera offers safe spaces for dialogue called Courageous Conversations. These optional online forums consistently connect, relate and discuss sensitive current issues and diversity and inclusion-related topics. Facilitated and led by Karen Courageous Conversations
Cecilio, Head of Diligence & Integration, Corp Development, this series is among the programming most attended by team members and is cited by many in the employee experience survey as a key component of Cetera’s positive culture.
An at-scale wealth hub, Cetera offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera creatively addresses advisors’ unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as banks and credit unions, providing an established and repeatable blueprint for scalable growth. Cetera’s approach empowers advisors to affiliate in whichever way they deem most appropriate. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced tech stack and importantly, an experience where financial professionals don’t feel like a number, but an integral part of Cetera’s rich and thriving ecosystem.
www.cetera.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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