Unclaimed
Richard Quense is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2023. Prior to that, Richard was with Securian Financial Services, Inc. Richard is a licensed investment advisor and holds the Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. Richard specializes in providing financial advice and services to a wide range of clients, including individuals, families, businesses, and retirement plans. Richard is committed to providing personalized financial advice and strategies tailored to each client's unique needs and 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.
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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 3/16/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/9/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 5/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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