Unclaimed
Stuart Schlesinger is a financial advisor with Cetera Investment Advisers LLC. Stuart has been in the financial services industry since 1991. Stuart is registered with the state of New Jersey as a Registered Representative. Stuart has a series 6, 7 and 63 license and a series 65 license. Stuart has experience working at several financial firms, including Securian Financial Services, Inc and Mid Atlantic Benefit Strategies. Stuart is also a co-owner of 1800 Equity Partners LLC.
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
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
05/23/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
BC
Issued 12/06/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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