Verified
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.
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
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)
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
Active
Inactive
F
FINRA
Not sure Aj Proske is the right advisor for you? Invested Better is here to help.