LOS ANGELES, Dec. 21, 2020 /PRNewswire/ — Cetera® has announced the affiliation of 52 Weeks Economical, a prosperity administration firm targeted on extended-expression preparing and expenditure management based in Atlanta, GA. The staff led by founder and CEO, Mark Weeks, was previously affiliated with Principal Securities. The firm will be a part of below a person of Cetera’s premier regions, Summit Financial Networks (Summit). Discussions commenced amidst the COVID-19 pandemic and in lieu of a regular residence business visit, Months being an RV fanatic, opted for a safer, socially distanced outside RV assembly with Summit’s President and Regional Director, Marshall Leeds, a fellow RV enthusiast.
Weeks was looking for a properly-resourced firm with superior-touch service. His target is to put into practice significant-excellent know-how integration into his service design and leverage enhanced advertising and marketing. Months shared, “We wanted to boost the value of our solutions to our clients by leveraging Cetera’s prosperity management system. Involving Cetera’s technological innovation and workflows, together with Summit’s society, we sense like we are in a placement to expand the business enterprise whilst supplying our clients with a fully integrated and serious-time wealth management process.”
Leeds added, “Summit is ready to aid monetary professionals digitize and enhance the customer knowledge via Cetera platforms like AdviceWorks® and MarketingCentral®. These platforms build speedy efficiencies that no cost up time and strength to service purchasers with fewer restrictions and in the long run very clear the route for foreseeable future development. We’re thrilled to welcome Mark and his staff to Summit, we are fired up to aid the following chapter of expansion for 52 Weeks Economical and glimpse forward to crossing RV paths once again down the highway.”
Tim Stinson, Cetera’s Head of Wealth Administration and Recruiting shared, “Investors drive distinct, concise guidance and appear to push to particular results. These innovative requires deal with practically every single aspect of economic preparing and ought to be supported by a sturdy prosperity management platform and group which is some thing we’ve worked hard to create at Cetera. It really is motivating to see far more economic professionals seeking out full wealth alternatives to deal with the complexity of present day traders.”
Cetera is actively recruiting leading talent in the financial occupation including financial advisors, tax gurus, banks and credit unions and regional teams (OSJs) with a target on driving growth, a excellent company expertise, and the shipping of an Tips-Centric Experience®. Its distinctive advancement design is designed all around specialty communities to permit affiliates to develop their way. 52 Weeks Fiscal is affiliated with Cetera Advisors Networks LLC.
About Cetera Economical Team®
Cetera Monetary Group (Cetera) is a foremost monetary advice firm. It empowers the delivery of an Advice-Centric Experience® to people today, families and corporations across the region by impartial money specialists as properly as trustworthy tax gurus and banking companies and credit rating unions. It is really headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Complete services consist of: wealth management answers, retirement system options, advisory providers, observe management aid, progressive technological innovation, marketing and advertising steering, regulatory help, and marketplace analysis.
“Cetera Economical Team” refers to the network of impartial retail firms encompassing, among other people, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Expense Products and services LLC (promoted as Cetera Economic Establishments or Cetera Traders), Cetera Fiscal Professionals LLC, and First Allied Securities, Inc. All corporations are members FINRA / SIPC.
Persons affiliated with Cetera firms are possibly Registered Representatives who present only brokerage products and services and receive transaction-based mostly compensation (commissions), Investment decision Adviser Representatives who give only financial commitment advisory solutions and get costs primarily based on assets, or both Registered Associates and Expense Adviser Associates, who can offer both forms of expert services.
Source Cetera Financial Group
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