Home
Who We Serve
Work With Our Team
- Our Financial Planning Packages
- About
Events and Webinars
Resources
What Our Clients Are Saying
Schedule a Meeting
- Connect A Friend

The Rundown

The Rundown

Tori Sierra, CFP®️

June 04, 2024

The Rundown - June 2024 Page 1 by Tori Sierra

The Rundown - June 2024 Page 2 by Tori Sierra

Contact

Toll-Free: 626.408.1333

Mobile: 626.593.8533

Fax: 626-408-1343

155 N Lake Ave

Suite 430

Pasadena, CA 91101

Series 6, 63, 65, & 7 Registrations

tori.sierra@ceterainvestors.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

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. CA Insurance License# 0I34349.

Registered Branch: 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. (626) 408-1333.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Investment Services LLC site at ceterainvestmentservices.com

Important Disclosures and Form CRS | Business Continuity

Individuals affiliated with this broker/dealer firm 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.