Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raelene? Claim Your ProfileRaelene Aldridge is a financial advisor at Cetera Investment Advisers LLC. Raelene is licensed to provide investment advice in the state of Florida. Raelene has a background in financial services, and holds a series of licenses including Series 3, 7, 9, 10, 24, 52, 53, 66, 99, and SIE. Raelene has been in the financial services industry since 2000. Prior to joining Cetera Investment Advisers LLC, Raelene worked at First Allied Securities, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., UBS Financial Services Inc., UBS International Inc., and Stanford Group Company.
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
FL
06/27/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
CA
06/14/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
08/19/2010 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
07/13/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (Boca Raton FL)
TX
01/01/2010 - 07/12/2010
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
11/14/2007 - 01/01/2010
UBS INTERNATIONAL INC. (HOUSTON TX)
TX
09/27/2000 - 11/15/2007
STANFORD GROUP COMPANY (HOUSTON TX)
BOTH
Issued 7/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/5/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 3 - National Commodity Futures Examination
BC
Issued 9/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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