Unclaimed
Richard Demaria is an investment advisor representative with Cetera Investment Advisers LLC. Richard has been working in the financial industry since April 1994. Richard is registered with the following states: Arizona, Connecticut, Delaware, Florida, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Virgin Islands, and Virginia. Richard is also registered with FINRA and the Securities and Exchange Commission. Richard's specializations include investment planning, portfolio management, pension consulting, and educational seminars.
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
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (VINELAND NJ)
NJ
09/18/2020 - 12/15/2020
SECURITIES AMERICA, INC. (VINELAND NJ)
NJ
12/19/1997 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (VINELAND NJ)
SC
04/29/1994 - 01/03/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 11/5/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 4/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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