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Cetera Financial Group is a prominent network of independent retail firms in the United States, comprising several broker-dealers, including Cetera Advisors LLC and Cetera Investment Services. The company is dedicated to empowering financial advisors, helping them achieve client success and grow their businesses. Cetera offers a diverse array of financial services and products. These include comprehensive wealth management solutions, a variety of investment products without proprietary bias, and efficient broker-dealer services through its self-clearing operations. The company also partners with banks and credit unions to enhance their investment programs and strengthen community ties. Serving over 455 financial institutions, Cetera focuses on building strong relationships that drive revenue growth. Majority-owned by Genstar Capital, Cetera is committed to delivering high-quality investment products and expanding services for its affiliated professionals. The company adheres to strict regulatory compliance, with all broker-dealers being members of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).
ClearTrust, LLC is an independent stock transfer agent serving listed, over-the-counter, Community Banks and private equity issuers. With over 20 years experience, our team has a reputation for delivering solutions and services that address the real-world needs of issuers in an ever-tightening regulatory environment. * Nimble, proactive compliance guidance alleviates burdens for you and your shareholders * Standard same-day turnaround puts your mind at ease, ensuring delivery deadlines are met and shareholders are happy * Educational and networking events widen your professional network while equipping you with resources to achieve your goals * Results-oriented shareholder meeting management, including stakeholder communications and proxy solicitation, takes the stress out of annual meetings See for yourself the difference we can make for your business. Call us today 813-235-4490.
The Citizens State Bank is a Gridley, KS-based company in the Financial Services sector.
Bank of The James is a Forest, VA-based company in the Financial Services sector.
Laurentian Bank of Canada is a banking institution whose activities extend across Canada. The Bank serves one and a half million clients throughout the country and employs more than 2,900 individuals, which makes it a major player in numerous market segments. The Bank caters to the needs of retail clients via its branch network based in Quebec. The Bank also stands out for its know-how among small and medium-sized enterprises and real estate developers owing to its specialized teams across Canada. Its subsidiary B2B Bank is, for its part, one of the major Canadian leaders in providing banking products and services and investment accounts through financial advisors and brokers. Laurentian Bank Securities offers integrated brokerage services to a clientele of institutional and retail investors.