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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-1998
- Office Locations
- 2
Office Locations
About Securities Brokerage Services
Securities Brokerage Services is an independent RIA and a full-service OSJ branch of Cetera Advisor Networks, supporting investors and independent registered reps. The firm helps advisors build and transition practices with financial planning, estate and insurance planning, and business succession support, and implements portfolios using public funds, equities, ETFs, and U.S. government/agency bonds.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
RALPH THOMAS SERVATI
OSJ Branch Manager, President, Regional Director
- CRD
- #1020943
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BARRY DEAN FASENMYER
--
- CRD
- #2906309
HENRY JOSEPH KASKY
--
- CRD
- #1780902
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,225,601 | -- |
| Total | $16,225,601 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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