Unclaimed
Nechemia Jerome Proter is a financial advisor with over 35 years of experience in the industry. Nechemia Proter is currently registered with Cetera Investment Advisers LLC in Arlington, Texas. Prior to joining Cetera Investment Advisers LLC, Nechemia Proter was employed by Cetera Advisor Networks LLC and Tower Square Securities, Inc. Nechemia Proter offers a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Nechemia Proter is also a Registered Representative.
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 8/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 2/1/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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