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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Worster is a financial advisor in Little Falls, NJ, currently registered with Cetera Investment Advisers LLC. Donald has been in the financial services industry since 1997 and has experience with Cetera Financial Specialists LLC and C.J.M. Planning Corp. Donald specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Donald offers a range of services including financial planning, pension consulting, educational seminars, and portfolio management.
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 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/01/1999
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 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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