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Transition Support

When transitioning to a new firm there are often many foreseen and unforeseen occurrences. Our team of highly trained and experienced specialists utilize a Step-By-Step Transitions Timeline to help make the transition process as smooth as possible for our advisors and their clients. We are dedicated and committed to providing the service and support needed. We also have ready the tools and materials an advisor needs to communicate the transition to clients.

Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

 

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