Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Niculae is an investment advisor representative with Cetera Investment Advisers LLC. Stefan has been in the industry since 2001 and holds a Series 7, Series 66 and SIE licenses. Stefan has been registered with Cetera Investment Advisers LLC since 2023 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stefan specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations and individuals other than high-net-worth. Stefan offers portfolio management for individuals, businesses and investment companies, financial planning, pension consulting, selection of other advisors, and educational seminars.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (MECHANICSBURG PA)
NY
04/10/2001 - 01/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 5/7/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stefan Niculae is the right advisor for you? Invested Better is here to help.
