Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Ann Laney is a financial advisor at LPL Financial LLC. Charlene is a registered representative and investment advisor representative with LPL Financial LLC. Charlene has been in the financial industry for over 8 years and has experience in various areas, including securities, commodities, and insurance. Charlene has earned several industry licenses and designations, including Series 3, Series 7, Series 9, Series 10, Series 63, and Series 66. Charlene holds a Bachelor of Arts in Business Administration from the University of Colorado Denver. Charlene is committed to providing her clients with personalized financial advice and guidance. Charlene is dedicated to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
08/10/2021 - Present
LPL Financial LLC (CENTENNIAL CO)
CO
03/24/2015 - 05/21/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
AZ
01/03/2017 - 05/03/2017
OPTIONSXPRESS, INC. (PHOENIX AZ)
BOTH
Issued 01/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2017
Series 3 - National Commodity Futures Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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