, /PRNewswire/ — Citadel Credit Union is proud to announce its wealth management team is transitioning from its broker-dealer relationship to Cetera Investment Services, LLC, a leading broker-dealer known for its expertise in supporting credit unions and banks. This collaboration represents a significant step in Citadel’s commitment to delivering unparalleled financial health and growth opportunities to its members.
Following consolidation that impacted its prior broker-dealer, Citadel seized the opportunity to evaluate other providers, leading to selecting Cetera, the optimal partner for advancing its wealth management program, from a distinguished list of platforms. The selection reflects Citadel’s dedication to providing world-class solutions to empower members’ financial well-being while fostering a culture of excellence within its wealth management division.
“This collaboration marks an exciting milestone for Citadel as we take our program to the next level with expanded solutions and services and enhanced technology to better serve our members,” said Sheri Perkins, Senior Vice President and Head of Wealth Management …