Broker Check
27 April
Advice Works Intro

Description

Please join my team and I on April 27th at 3pm as we host a webinar on the Adviceworks Client Portal. We will be discussing topics such as:

· How Adviceworks Advances and Promotes Two-Way Communication with Your Representative

· How to Access Your Tax Documents

· How to Sign Up for E-Delivery of Your Statements

· Advantages of the System: Private Client Vault

· How it Can Be Used to Aggregate and Link Accounts

· Any Many Other Features!

This event will be hosted by our Branch Manager, Chuck Maushardt, and our Adviceworks Training Specialist, Avram Greenberg.

You may click on the below link to register: https://cetera.zoom.us/webinar/register/WN_lJK-qpzTR0mXBsOHtjX6Lg

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Registered Representatives of Cetera Investment Services LLC (doing insurance business in CA. as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Date and Time

Wed, Apr 27, 2022

3:00p - 4:00p EST

Location

Virtual

PT1H

Event Registration

Will you be able to attend this event?