Unclaimed
Alexander Stellema is an investment advisor representative with Cetera Investment Advisers LLC. Alexander has been in the industry since October 7, 2017, and has been registered with the state of Indiana since March 3, 2023. In addition to being registered with Cetera Investment Advisers LLC, Alexander has previously been registered with Nationwide Investment Services Corporation, ADP Broker-Dealer, Inc., and OneAmerica Securities, Inc. Alexander also holds the Series 6, Series 63, Series 65, and SIE licenses. Cetera Investment Advisers LLC is a registered investment adviser with the Securities and Exchange Commission and provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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 02/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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