Raymond James, Kestra Financial, Cetera and other news of the week

Trader Talk

Cetera headquarters

HD Financial Specialists, an East Amherst, New York, based firm with $100 million in assets under management, is affiliating with Cetera. HD president Sean Hayden is joined by Samuel Bloomberg, CPA and accounting professional; Dina Dalton, AHIP licensed Medicare professional; Seth Hamilton, financial advisor and tax preparer; Lindsey Gamis, client operations; and Wendy Phelps, client experience. “The specialized offering of our firm requires a diversified, independent investment platform and the ability to combine multiple planning offerings under one roof, which Cetera offers,” Hayden said in a statement. “In addition, Cetera prides itself, as we do, on client service, transparency, and staying committed to clients’ futures by supporting the financial planning journey with a full technology suite.”

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