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Transitioning can be hard…but it doesn’t have to. At Cetera, we offer a team
dedicated to your success on day one and the tools to make it easier.

You’re not alone in your change and we’ll be there for you every step of the
way. From licensing to client transfers, reclaiming your independence is made
easy. 

Here’s what you can expect:

 * We help you build your transition plan from day 1
 * Training and orientation so you know Cetera inside and out
 * Assistance with transferring your book
 * Facilitating any additional paperwork
 * Connecting you with business consultants that will help you grow your
   business
 * Introduction to your new community and the resources available to you

Read our latest press release: Cetera Redefines Onboarding and Integration
Experience

MAKE THE CHANGE

 





Intended for use with financial professionals. Advisors affiliated with Cetera
are either registered representatives offering only brokerage services or are
investment adviser representatives who can also offer advisory services.  Cetera
Financial Group” refers to the network of independent retail firms encompassing,
among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions or Cetera
Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc.
All firms are members FINRA/SIPC. Located at 655 W. Broadway, 11th Floor, San
Diego, CA 92101.