Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Quense is an investment advisor representative with Cetera Investment Advisers LLC. Richard has been in the industry for 31 years and has experience in financial planning, pension consulting, and portfolio management. Richard holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Richard has a background in fixed insurance sales and has worked with Allied Wealth Partners and Mid Atlantic Benefit Strategies. Richard is registered to provide investment advisory services in California, Florida, Maryland, Massachusetts, New Jersey, New York, North Dakota, Ohio, Pennsylvania, South Carolina, and Texas.
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
08/10/2023 - Present
Cetera Investment Advisers LLC (MANASQUAN NJ)
NJ
06/05/1992 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Manasquan NJ)
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Quense is the right advisor for you? Invested Better is here to help.
