James
Dejter
Cetera Investment Advisers LLC
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About this Advisor
James Dejter is a financial advisor based in Charleston, South Carolina, working with Cetera Investment Advisers LLC. James has previously held positions at Commonwealth Financial Group Inc, Minnesota Life Insurance Co, Securian Financial Services Inc, Morgan Stanley, The Loughlin Management Group, Freedom Mortgage Corporation, Newday Usa, Salisbury University, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. James has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, James is part of Cetera Investment Advisers LLC, which operates out of Charleston, South Carolina. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Dejter Work History
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
Commonwealth Financial Group Inc
Minnesota Life Insurance Co
Securian Financial Services Inc
Morgan Stanley
The Loughlin Management Group
Freedom Mortgage Corporation
Newday Usa
Salisbury University
Disclosures
Please visit the SEC profile of James Dejter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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