Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charbel? Claim Your ProfileCharbel Elias Ojeil is an investment advisor representative with Cetera Investment Advisers LLC. Charbel has been in the financial services industry since August 17, 1998. Charbel has a Series 6, Series 63 and SIE license. Charbel has been registered with Cetera Investment Advisers LLC since June 29, 2023. Prior to that, Charbel was registered with VOYA FINANCIAL ADVISORS, INC. from December 23, 2008 to June 9, 2021, NEW ENGLAND SECURITIES from March 15, 2000 to January 5, 2009, and SIGNATOR INVESTORS, INC. from August 12, 1998 to March 8, 2000. Charbel is registered with the state of New Jersey. Charbel specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (NORTH BRUNSWICK NJ)
NJ
12/23/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NORTH BRUNSWICK NJ)
NJ
03/15/2000 - 01/05/2009
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
MA
08/12/1998 - 03/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 5/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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