Unclaimed
Alexander Stellema is a financial advisor with Cetera Investment Advisers LLC. Alexander has been in the financial services industry since 2017. Previously, Alexander was an advisor at Nationwide Investment Services Corporation and ADP Broker-Dealer, Inc. Alexander is registered with the state of Indiana, Oklahoma and has licenses for Series 6, Series 63, and Series 65. Alexander specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension plans.
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
IN
04/11/2024 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
OH
04/27/2022 - 02/09/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
09/21/2021 - 04/11/2022
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IN
08/30/2017 - 09/17/2021
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 12/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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