Cetera Advisor, Bobby Rosenberg of Rosenberg Asset Management, shares why being independent is a competitive advantage to clients. Independence means broad resources and the ability to provide clients with the specific advice they need for their own rules and objectives; not the objectives of a big Wall Street firm that focuses on themselves.

Advisors should consider working with Cetera for a number of reasons. But, to me, the most important thing is our independence. I pride myself on being an independent financial advisor, having the resources that are massively broad that Cetera offers me. My independence allows me to provide my clients with that specific advice that they need for their own goals and objectives and not the objectives for a big Wall Street firm that focuses on themselves and not the client.

About Cetera Financial group:
Cetera Financial group (“Cetera”) is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading service provider to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.


Share This

Share this post with your friends!