Client Meeting- 30 Minute Maintenance Meeting
This is a 15-30 Minute meeting to handle any updates/ outstanding paperwork needs etc. on your account.
30 minutes
Client Meeting- 30 Minute Maintenance Meeting
This is a 15-30 Minute meeting to handle any updates/ outstanding paperwork needs etc. on your account.
30 minutes
Financial Planner with Cetera Investment Advisers LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 2760 Washington Dr., Ste 110, NORMAN, OK 73069