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Puplava has been president of Financial Sense Wealth Management since 1985. For twelve years, he held a position as Branch Manager for LPL Financial Services, LLC. In 1996, he incorporated the broker/dealer firm, Financial Sense® Securities, Inc. (PSI) and is its president. [8]
The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc. The new community will be rebranded as Cetera Wealth Management Group, a region within Cetera Advisor Networks. [29]
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Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
Hiring a financial advisor or wealth management expert can provide you with essential knowledge and experience that is necessary to effectively manage sudden wealth. Professionals are well-versed ...
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Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
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