Neltrice Erma Forrester

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1996 → 09/2025
  Avantax Investment Services, Inc.
  Weston, FL
• 05/2004 → 06/2023
  Realty World South Florida
  Weston, FL
• 10/2000 → 09/2025
  Avantax Insurance Agency, Llc
  Weston, FL
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Palm Beach Gardens, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2002-03-28 → 2025-09-05
  Avantax Advisory Services
  Weston, FL
  Palm Beach Gardens, FL

Other Businesses

1) Allianz Life~'NIR'~P.O. Box 1344~Minneapolis~MN~55416~Independent Insurance Agent~Insurance Sales Agent~12/19/2002~1hrs~1hrs~Fixed annuity sales 2) Canvas Real Estate~'NIR'~2883 Executive Park Dr, Suite 201~Weston~FL~33331~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Agent~5/9/2004~10hrs~10hrs~Sell and rent real estate. 3) Nell Forrester~'NIR'~3962 Pinewood Lane~Weston~FL~33331~Tax Preparation/Accounting~Owner/Sole Proprietor~3/21/2005~10hrs~10hrs~Tax Preparation 4) NELTRICE FORRESTER POSITION: Owner/Sole Proprietor NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/21/2005 ADDRESS: 3962 Pinewood Lane, Weston FL 33331, United States DESCRIPTION: Tax Preparation

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-30

Other Names

• Neltrice Whiteman
• Neltrice Erma Whiteman