Cetera Wealth Services, LLC
Bank
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Search complete. 2 mentions across 2 episodes found for "Cetera Wealth Services, LLC".
Oct 17, 2026
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Jim Shoemaker, Abby Wilson, and Scott Jordan are investment advisor representatives offering advisory services through Cetera Investment Advisors, a registered investment advisor.
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Securities offered through Cetera Wealth Services, LLC.
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Member FINRA, SIPC.
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Cetera is under separate ownership from any other named entity.
Jim ShoemakerHOST
Yeah, I want to remind everybody, too, if you're thinking about tax and legal things, for a comprehensive review of your personal situation, always consult with a tax or legal advisor.
Jim ShoemakerHOST
Neither Cetera Wealth Services, LLC, nor any of its representatives, that's all of us around the table here, may give legal or tax advice.
Jim ShoemakerHOST
We can point you in the right direction, but we cannot give you legal or tax advice, and that's important.
Jim ShoemakerHOST
Scott mentioned this earlier.