Cetera Investors - Stead Julian
(on highland avenue)Financial and Investment Services in Phoenix, AZ
Financial and Investment Services
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it’s important for you to know who these partners are and why I have chosen to work with them.
I am affiliated with Cetera Investment Services, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.
But their support for our relationship goes well beyond its function as trade executor. My affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while their network of people and resources help us pursue your unique goals and vision for the future.
