Unclaimed
Richard Anthony Demaria is a registered investment advisor with Cetera Investment Advisers LLC. Richard has been in the industry since 1994. Richard has been registered with Cetera Investment Advisers LLC since 2024. Richard has experience with Securities America, Inc., Securities Service Network, LLC, and Linsco/Private Ledger Corp. Richard has also been registered with FINRA and has passed the Series 6, 7, 24, 63, and 65 exams.
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 11/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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