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Richard Laskin is a financial advisor at Cetera Investment Advisers LLC, with over 30 years of experience in the industry. Richard has a strong track record of providing personalized financial advice to individuals and families, including retirement planning, investment management, and estate planning. Richard has held previous roles at SII INVESTMENTS, INC., CADARET, GRANT & CO., INC., PUTNAM MUTUAL FUNDS CORP., and FIRST INVESTORS CORPORATION. Richard holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam.
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
03/22/2024 - Present
Cetera Investment Advisers LLC (EAST BRUNSWICK NJ)
NJ
12/03/2008 - 11/10/2017
SII INVESTMENTS, INC. (EAST BRUNSWICK NJ)
NJ
03/29/1994 - 12/05/2008
CADARET, GRANT & CO., INC. (EAST BRUNSWICK NJ)
MA
11/03/1992 - 01/01/1994
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NJ
03/30/1992 - 10/15/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 6/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/9/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 3/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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