Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleatha? Claim Your ProfileAleatha Wilson is a financial professional with over 5 years of experience in the industry. Aleatha has a strong background in life insurance and financial advising and is passionate about helping people achieve their financial goals. Currently, Aleatha is registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC in Orland Park, Illinois. She is also a member of the board of directors for Woodlawn Management LLC. Aleatha specializes in financial planning, pension consulting and portfolio management. Aleatha is committed to providing her clients with personalized financial advice and guidance.
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.
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2
IL
09/19/2023 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
IL
02/15/2019 - 05/16/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IA
Issued 9/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/1/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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