Carl Centofanti
Wealth Manager at Cetera Investors
- Role
- Wealth Manager at Cetera Investors
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Carl Centofanti
4807 Rockside Road Suite 250 Independence, OH 44131 Neither Cetera Investors nor any of its affiliates, associates or representatives are affiliated with LinkedIn, nor endorse any of the views, representations or services offered or made by anyone else. Cetera Investors does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through 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.
Experience
Wealth Manager
Jun 2019 — Present · Independence, OH, US
Skills
- Customer Service
- Microsoft Excel
- Powerpoint
- Risk Management
- Investments
- Business Strategy
- Financial Modeling
- Business Analysis
- Microsoft Word
- Microsoft Office
- Project Management
- Financial Analysis
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