Unclaimed
Nechemia Jerome Proter is a financial professional who has been in the industry since 1977. Nechemia is a registered representative with Cetera Investment Advisers LLC. Nechemia also has experience with a number of other firms, including Tower Square Securities, Inc., Advantage Capital Corporation, Travelers Equities Sales, Inc., and Cigna Securities, Inc. Nechemia holds a number of licenses and certifications, including Series 63, Series 65, Series 7, and Series 1. Nechemia is a strong advocate for financial planning and is committed to helping clients achieve their financial goals.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (ARLINGTON TX)
TX
11/02/1998 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (ARLINGTON TX)
GA
08/15/1994 - 11/03/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
10/31/1986 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
02/15/1977 - 11/14/1986
CIGNA SECURITIES, INC.
IA
Issued 08/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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