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Donald M. Worster

Cetera Investment Advisers LLC

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About Donald M. Worster

Donald Worster is an investment advisor representative associated with Cetera Investment Advisers LLC. Donald has been in the securities industry for over 20 years and is registered in New Jersey. Donald holds Series 6, 7, 65, and 66 licenses, along with the SIE exam. In addition to being an investment advisor representative, Donald also has experience as a financial advisor, having previously worked with CETERA FINANCIAL SPECIALISTS LLC and C.J.M. PLANNING CORP. Donald is affiliated with Cetera Investment Advisers LLC, which has over 6,000 advisors and manages over $100 billion in assets. Cetera Investment Advisers LLC provides a variety of financial planning and investment management services to individuals, corporations, and institutions.

Firm Information

Donald Worster is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

96 EAST MAIN STREET

LITTLE FALLS, NJ 07424

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Worster’s Registration & Firm History

NJ

12/14/2016 - Present

Cetera Investment Advisers LLC (LITTLE FALLS NJ)

NJ

10/24/2005 - 12/12/2016

CETERA FINANCIAL SPECIALISTS LLC (LITTLE FALLS NJ)

NJ

05/23/2000 - 10/24/2005

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

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Licenses & Designations

IA

Issued 9/4/2007

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/1/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2008

Series 7 - General Securities Representative Examination

BC

Issued 5/22/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald M. Worster.
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