Unclaimed
Richard Jurusz is a registered investment advisor representative with Cetera Investment Advisers LLC. Richard has been in the securities industry for over 23 years. Richard has been with Cetera Investment Advisers LLC for over 10 years. Prior to this, Richard worked with Metlife Securities Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Ryan Beck & Co., Metropolitan Life Insurance Company, and Datek Online Brokerage Services LLC. Richard is licensed to provide investment advice in New Jersey and Texas. Richard holds the Series 4, 7, 24, 53, 63 and 65 licenses. Richard specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services.
HAZLET, NJ
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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2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (HAZLET NJ)
NJ
08/08/2007 - 09/04/2013
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
08/08/2007 - 09/04/2013
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
08/08/2007 - 09/04/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
08/08/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
07/31/2006 - 07/16/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
NJ
09/07/2005 - 06/30/2006
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
09/07/2005 - 06/30/2006
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NJ
09/07/2005 - 06/30/2006
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
09/07/2005 - 06/30/2006
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
09/07/2005 - 06/30/2006
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
07/21/2003 - 08/26/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
NJ
06/30/2001 - 09/26/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
11/22/1999 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
IA
Issued 7/1/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/17/2000
Series 4 - Registered Options Principal Examination
BC
Issued 3/6/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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