Unclaimed
Russell E. Dizer is a financial advisor with Cetera Investment Advisers LLC. Russell has been in the financial industry since November 18, 2001. Russell holds Series 6, 7, 63, 65 and 26 licenses and is registered with FINRA and the states of New Jersey and New York. Russell has been registered with Cetera Investment Advisers LLC since June 2019. Previously, Russell was with Foresters Financial Services, Inc.
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
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (ENDICOTT NY)
NY
11/19/2001 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (ENDICOTT NY)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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