Our name may be new, but our legacy is long. Cetera Investors was created from the purchase of Foresters Financial, an institution that can trace its beginnings to the early part of the last century. The close family structure and strong community involvement attracted Cetera, while Foresters Financial wanted to expand their product offerings to their clients and take advantage of Cetera’s technology and infrastructure. It was a perfect match. The purchase was complete in June 2019 and a new chapter began.
Cetera Investors is part of your community. We are your neighbors. We believe in doing more. We are driven by our purpose to help all people wherever they are in life and business with their financial health and overall well-being.
We believe that our clients deserve more than a financial solutions provider — they deserve a partner who will help them prosper and improve their community.
Meet the Cetera Investment Services Executive Team
President and Chief Executive Officer
EVP, Cetera Investors
SVP, Risk Management
Chief Operations Officer
Chief Financial Officer
Vice President, Head of Trading
Vice President, Planning and Advice
Head of Supervision
Chief Compliance Officer
Meet the Cetera Investors Management Team
RVP, Central & Southeast