Whitney L Visger

Current Employers

Employment History

• 04/2013 → Present
  Cetera Wealth Services, Llc
  Pasadena, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-01-26 → 2013-04-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

1) NAME OF OTHER BUSINESS: SEA TO SUMMIT WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES AND WEALTH MANAGEMENT ; START DATE: 06/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES ; 2) NAME OF OTHER BUSINESS: PI BETA PHI FRATERNITY INVESTMENT RELATED: NO ADDRESS: 1154 TOWN & COUNTRY COMMONS DRIVE, TOWN & COUNTRY, MO 63017 NATURE OF BUSINESS: INVESTMENT COMMITTEE MEMBER START DATE: 07/2016 POSITION/TITLE/RELATIONSHIP: VOLUNTEER COMMITTEE MEMBER APX NUMBER OF HOURS PER WEEK: 1 HOUR APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: COMMITTEE IS INVOLVED IN LONG RANGE PLANNING OF THE FOUNDATIONS ASSETS ; 3) NAME OF OTHER BUSINESS: MAYFIELD SENIOR SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 500 BELLEFONTAINE STREET PASADENA CA 91105; NATURE OF BUSINESS: SCHOOL; START DATE: 9/2020; POSITION/TITLE/RELATIONSHIP: AUDIT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MEETS WITH OUTSIDE AUDITORS, SCHOOL MANAGERS TO REVIEW FINANCIAL STATEMENTS, RETIREMENT PLAN AUDIT AND REPORT TO BOARD;

Exams

• S66 Uniform Combined State Law Examination
  2011-01-19

Designations

Other Names

• Whitney Lee Willis
• Whitney Visger
• Whitney L Willis