We have some great news to share with you! After careful consideration, we have decided to change NetVEST’s broker‑dealer from LPL Financial to Cetera Advisor Networks.
WHY THE CHANGE?
With Cetera Advisor Networks, we’ve gained access to an extensive network of operational support, industry-leading market research and state-of-the-art technology platforms. These resources will allow us to continue to sharpen our focus on your personalized portfolio strategies and of course, the net result.
Watch John personally explain the reasoning behind this exciting decision.
What do you need to do to transition?
For us to continue servicing and managing your accounts under the new structure, we will need to complete account paperwork to move your investments with us to the new Cetera investment platform.
We’ve mapped out the process below, but please do not hesitate to call us with any questions.
We invite you to join us at one of the hour-long informational sessions we’ll host at our office.
We’ll use this time to discuss the transition and answer any questions you might have. Light refreshments will be served. Dates and times are listed below. Please use the contact form to RSVP or call 602-230-8222 and ask for Kristi or Elvio to sign up.Meeting Dates
Saturday, March 7th 1:00pm
Tuesday, March 10th 3:00pm
Thursday, March 12th 5:00pm
Cetera is one of the largest and most robust of all independent broker-dealers.
Their support platform is world-class, giving us every tool and financial product appropriate to serve your unique needs.
You can learn more about Cetera by clicking one of the links below.
WHY I CHANGED FIRMS
The Benefits of Transitioning to Cetera
THE RIGHT CONNECTIONS
The Teams Behind Our Relationship
FINRA RULE 2273
Broker-Dealer Recruitment Disclosures
Provider of Financial Business Solutions
Investment & Wealth Management