Unclaimed
Cristen Renee Deteau is an investment advisor representative at Cetera Investment Advisers LLC, with over 20 years of experience in the financial services industry. Cristen has a broad range of experience in financial planning, portfolio management, and insurance. Cristen has a proven track record of helping individuals and families achieve their financial goals. Prior to joining Cetera Investment Advisers LLC, Cristen was employed at Summit Brokerage Services, Inc. and VSR Financial Services, Inc. Cristen holds the Series 7, Series 63, and Series 66 securities 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.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (PLANO TX)
TX
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GARLAND TX)
TX
02/17/2003 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (GARLAND TX)
MA
03/10/2000 - 02/22/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 11/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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