Unclaimed
Richard Alexander is a financial advisor at Cetera Investment Advisers LLC. Richard has been in the financial industry since 2006 and has a strong track record of success in helping clients achieve their financial goals. Richard is committed to providing his clients with personalized advice and guidance, and he is always available to answer their questions. Richard has a strong understanding of the financial markets and is able to develop customized investment strategies that meet the needs of each individual client. Richard holds multiple licenses, including Series 7, 63, and 65. Richard's firm, Cetera Investment Advisers LLC, provides a variety of financial services, including financial planning, investment management, and retirement planning. Richard has worked with clients in a variety of industries, including business, education, and healthcare. Richard is committed to providing his clients with the highest level of service and is dedicated to helping them 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
VA
09/08/2020 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
11/21/2019 - 09/21/2020
RAYMOND JAMES & ASSOCIATES, INC. (Norfolk VA)
BC
Issued 12/5/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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