Paul Seymour
and Nicole Parker doing business as
Financial Services Joins Cetera from Cadaret, Grant & Co.,
Inc.
SAN
DIEGO, July 1, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced that Paul Seymour* and
Nicole Parker* have joined Cetera
Advisors via Summit Financial Networks. Seymour and Parker's
firm, Financial Services, provides comprehensive financial planning
and investment advice to clients and had more than $113 million in assets under administration** as
of March 1, 2024.
"When our previous firm announced a merger with a large
broker-dealer, we knew we wanted to make a move to a firm that
would allow us to maintain that small-boutique community feel,"
Seymour said. "With Cetera Advisor Networks, not only do we get the
family-like experience of belonging to Summit Financial Network, we
also have access to Cetera's world-class resources. Most
importantly, we haven't once felt like just another number. We can
feel the difference --- and we know our clients will, as well."
"Paul and Nicole are seasoned and dynamic advisors who make a
formidable team. I'm proud to welcome both to our community," said
Cetera Advisors President and CEO Tom
Halloran. "I look forward to seeing how our unique regional
team model and unparalleled support benefits and grows Financial
Services' already thriving practice."
Seymour and Parker have 50 years of industry experience between
the two of them. Seymour firmed Financial Services to serve the
Plattsburgh, New York community in
1995 and was joined by Parker in 2007.
Seymour holds his Series 6, Series 7, Series 63 and Series 65
registrations. He has spent most of his 30 years in financial
services focusing on investment advisory business, where he focuses
on offering individualized investment advice based upon a client's
needs and current market environment. Parker holds Series 7, Series
24, Series 63 and Series 65 registrations. Before becoming an
investment advisor in the early 2000s, Parker worked as an options
trader on the Philadelphia Stock Exchange for nearly 10 years.
Today she's committed to helping her clients create solutions to
reach their financial goals.
Click here for more information about Cetera Advisors and
click here for more information about Summit Financial
Networks.
About Cetera
Cetera Financial Group, which is owned by Cetera Holdings
(collectively, Cetera), is the premier financial advisor Wealth Hub
where financial advisors and institutions optimize their control
and value creation. Breaking away from a commoditized and
homogenous IBD model, Cetera offers financial professionals and
institutions the latest solutions, support, and services 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 institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube,
Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, the following FINRA/SIPC
members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions
or Cetera Investors), and Cetera Financial Specialists LLC. Located
at: 655 W. Broadway, 11th Floor, San
Diego, CA 92101.
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SOURCE Cetera Financial Group