Cetera Advisors LLC
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About this Advisor
Joyce Bloch is a certified financial planner who works in Seattle, Washington. Currently a registered investment advisor with Cetera Advisors LLC, they have accrued a notable 47 years of practice in the financial advisory industry. Bloch maintains a Series 63 license, qualifying them as a securities representative. Bloch is able to work with customers in Washington. Over the course of their career, they have held roles at Multi-Financial Securities Corporation, Herzl Ner Tamid Conserv. Cong. (Synagogu, Pacific West Securities, Inc and Cetera Advisors LLC. Cetera Advisors LLC is headquartered in Seattle, Washington, and operates out of 816 other locations in the nation. As a company, Cetera Advisors LLC oversees $14 billion in assets dispersed across 61,274 accounts and employs more than 1,163 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 50,403 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Cetera Advisors LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisors LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joyce Bloch Work History
Joyce has 47 years of experience.
Cetera Advisors LLC
Multi-Financial Securities Corporation
Pacific West Securities, Inc
Herzl Ner Tamid Conserv. Cong. (Synagogu
Joyce Bloch has no disclosures.
Please visit their SEC profile for more details.