Company Information

Get to know Cetera Financial Specialists

Cetera Financial Specialists LLC is a firm within the Cetera Financial Group, one of the largest networks of independent financial professionals in the United States. The firm specializes in supporting the unique needs of tax and accounting professionals who integrate financial and investment planning into their practices. It provides a comprehensive platform that includes brokerage, investment advisory services, and insurance solutions, enabling these professionals to offer holistic wealth management to their clients. Established to cater to this specific niche, the firm leverages the scale and resources of the broader Cetera network while offering tailored support and technology for its distinct advisor community.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cetera Financial Specialists

United States

Founded in

1981 (45 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.