Unclaimed
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.
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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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)
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
Active
Inactive
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