Carla Muldoon

Regional Vice President

Role: Regional Vice President at Cetera Investment Services Llc
Location: Richmond, VA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Carla Muldoon

Regional Vice President/Business Consulting Specialist assisting Financial Institutions and their Financial Advisors develop a leading edge financial services program founded on ethical, holistic and comprehensive investment planning strategies.

Experience

Regional Vice President
Cetera Investment Services Llc
Jun 2000 — Present
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:*Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Education

University of Richmond
Bachelor of Arts (B.A.)

Skills

Series 7
Strategic Planning
Financial Analysis
Portfolio Management

Contact information

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Work email
•••••@cetera.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••54

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Current company

Cetera Financial Group

Financial Services · 2.8K employees · San Diego, California, United States

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ Cetera Financial Group (CFG) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. (APP) and The Retirement Planning Group, LLC (“TRPG”), are both SEC registered investment advisers within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). Cetera Planning Partners (“CPP”) operates as a doing business as name of TRPG. TRPG and APP currently operate independently. All of the referenced entities are under common ownership.

cetera.com

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