Edward Ha

Wealth Manager

Role
Wealth Manager at Cetera Investors
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Edward Ha

I’m proud to be a Wealth Manager of the Philadelphia office for Cetera Investors, a company dedicated to enhancing the delivery of financial advice through an Advice-Centric Experience® to individuals, families and business owners in communities across America. Our goal is to build solid relationships and long-term value to help clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do.Cetera Investors was created from the purchase of the brokerage business of Foresters Financial, an institution that can trace its beginnings to the early part of the last century. With Cetera Investors, financial professionals have access to teams, tools, and technology that empower them to build a lasting relationship with personalized financial advice. 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.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 on this site. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. City AvenueSuite 440Bala Cynwyd, PA 19004

Experience

  1. Wealth Manager

    Cetera Investors

    Jul 2020 — Present

Education

  • Temple University - Fox School of Business and Management

    Bachelor of Business Administration (B.B.A.)

Skills

  • Management
  • Leadership
  • Public Speaking
  • Microsoft Office
  • Time Management

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Edward Ha — Wealth Manager at Cetera Investors in Philadelphia, PA, US | Unifers