Unclaimed
Fletcher Richard Preuss is a financial professional with over 38 years of experience in the industry. Fletcher is currently a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC and is registered in Indiana and Texas. Fletcher's prior experience includes working at Securian Financial Services, Inc., Healy Mortgage, and Shoemaker Financial. Fletcher has passed the Series 63, Series 7, Series 24, and SIE exams. Fletcher also holds the Chartered Financial Consultant designation. Fletcher provides a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTH BEND IN)
IN
06/10/1985 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SOUTH BEND IN)
BC
Issued 6/7/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/7/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/7/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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