Alana Schmidt (CRD# 6962376) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Audubon, NJ and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2023 - Current | < 1 |
Cetera Advisor Networks | El Segundo, CA | Jul 2022 - Current | 1 |
Gara Wealth Management | Audubon, NJ | Mar 2022 - Current | 2 |
Charlotte Mecklenburg School | Charlotte, NC | Nov 2021 - Feb 2023 | 1 |
Best Crowd Management | Charlotte, NC | Aug 2021 - Jul 2022 | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | May 2021 - Jul 2022 | 1 |
Deloitte Services LP | Arlington, VA | Jul 2020 - May 2021 | < 1 |
Gara Wealth Managment | Audubon, NJ | May 2018 - Jun 2020 | 2 |
James Madison University | Harrisonburg, VA | Aug 2016 - May 2020 | 3 |
Cetera | Philadelphia, PA | May 2019 - Aug 2019 | < 1 |
Pandora | Deptford, NJ | Sep 2015 - Jan 2018 | 2 |
Douglas Fudge | Avalon, NJ | Jul 2017 - Aug 2017 | < 1 |
Rita's Water Ice | Cape May, NJ | Jul 2015 - Aug 2016 | 1 |
Clearview High School | Mullica Hill, NJ | Sep 2012 - May 2016 | 3 |
Peace A Pizza | Avalon, NJ | Jun 2015 - Jul 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2021 |
S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- NJ
- NC
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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