Invested Better
Invested Better

Aj Proske

Verified

Verified

Cetera Investment Advisers LLC

Specializations
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
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About Aj Proske

AJ grew up in Freehold, NJ, in a house where financial planning was an everyday phrase. His father is a wealth advisor and has an independent practice. AJ’s passion for the industry grew under his father’s stewardship. This interest grew into a career as an independent financial advisor where he can educate and grow with his clients. AJ is driven by a passion for solving complex wealth building, wealth transfer, and tax planning issues. His focus is on helping business owners and families. When not in the office, AJ enjoys the beach, golf, and spending time with his wife Toni. He also is the Chairman of the University of South Carolina Alumni Association in Charleston. Credentials AJ received a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Integrated Information Technology from the University of South Carolina. He is a Registered Representative and Investment Advisor Representative and holds Series 7 and Series 66 securities registrations. He is a Certified Financial Planner™ professional, Accredited Investment Fiduciary™, Certified Exit Planning Advisor™ and has his Life, Accident, and Health licenses.

Firm Information

Aj Proske is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

115 FAIRCHILD STREET SUITE 320

DANIEL ISLAND, SC 29492

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aj Proske’s Registration & Firm History

SC

11/12/2021 - Present

Cetera Investment Advisers LLC (DANIEL ISLAND SC)

SC

11/12/2021 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (DANIEL ISLAND SC)

SC

06/05/2018 - 11/15/2021

SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)

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Licenses & Designations

BOTH

Issued 6/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/5/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aj Proske.
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