Unclaimed
Aimee Chester is a financial advisor with Cetera Investment Advisers LLC. Aimee has been in the financial services industry since 1998. Aimee holds licenses Series 6, 7, 63, and 66. Aimee specializes in financial planning, portfolio management, and pension consulting. Aimee is also a member of the Advisory Board of Houston Achievement Place. Aimee has worked with a number of firms over the years including Cetera Investment Services LLC, Wells Fargo Advisors, LLC, and BB&T Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
01/02/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
01/02/2020 - 01/25/2023
CETERA INVESTMENT SERVICES LLC (HOUSTON TX)
MN
10/01/2015 - 02/12/2019
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TX
04/10/2014 - 04/10/2015
WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)
SC
05/05/2011 - 12/13/2013
BB&T INVESTMENT SERVICES, INC. (GREENVILLE SC)
SC
04/12/2010 - 05/06/2011
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
NH
05/07/2008 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
NY
10/09/1997 - 12/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
03/17/1997 - 10/07/1997
AFS BROKERAGE, INC. (AUSTIN TX)
RI
02/26/1990 - 04/05/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
10/05/1987 - 01/31/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/21/1987 - 10/03/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 07/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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