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Sales Solution Team

Need help with Products? – With Cetera, you'll have access to the Portfolio Solutions Team (PST)

Product Solutions supported by the Portfolio Solutions Team:

  • Fixed and Index Annuities
  • Variable Annuities
  • Mutual Funds
  • 529 Plans
  • REITs and BDCs

Product experts are here to answer your questions and provide you with product solutions.

Product Resources

  • Provide unbiased product guidance, training, support and education
  • Identify product strengths, weaknesses, features, benefits, and sponsor resources
  • Discuss questions you may not have thought to ask

Client Solutions

Based upon your individual client’s investment needs the PST can provide you with unbiased product solution(s).

The PST works for you!

As your partner, the PST will:

  • Do all they can to help you
  • Be a product resource
  • Help provide you and your client with unbiased product solutions, and
  • Help you grow your business