Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Stearns is a financial advisor with Key Investment Services LLC, a firm with over $1 billion - $10 billion in assets under management. Charlene has over 29 years of experience in the industry, and is registered with the state of Maine as an investment advisor representative and as a broker-dealer. Charlene has a strong track record of providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Charlene also has experience with selection of other advisors and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/03/2006 - Present
KEY Investment Services LLC (BROOKLYN OH)
MA
10/20/2004 - 01/26/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
12/10/1998 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
07/12/1994 - 12/15/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
MA
07/28/1993 - 07/08/1994
FIS SECURITIES, INC. (BOSTON MA)
BOTH
Issued 09/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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