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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Farmer Reyes is a financial advisor with Cetera Investment Advisers LLC. Charlene has been in the industry since 1995 and has a diverse background, having previously worked at firms such as BBVA Securities Inc., PNC Investments, and BB&T Investment Services, Inc. Charlene is committed to providing comprehensive financial planning services to individuals, businesses, and institutions. She holds the Series 63, 65, 66, and 7 licenses, as well as the SIE designation. Charlene is also a Certified Financial Planner™. Charlene has a passion for helping her clients achieve their financial goals. She is committed to providing personalized advice and guidance, working closely with clients to understand their needs and develop customized plans to meet them.
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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2
AL
07/14/2021 - Present
Cetera Investment Advisers LLC (MOBILE AL)
AL
08/15/2016 - 04/27/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
04/10/2012 - 07/29/2016
PNC INVESTMENTS (MOBILE AL)
AL
01/21/2010 - 04/02/2012
BB&T INVESTMENT SERVICES, INC. (MOBILE AL)
AL
09/02/2008 - 01/28/2010
VALIC FINANCIAL ADVISORS, INC. (DAPHNE AL)
AL
09/04/2007 - 09/16/2008
HANCOCK INVESTMENT SERVICES, INC. (MOBILE AL)
LA
11/19/2004 - 09/15/2005
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
NE
08/01/2003 - 11/15/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
AZ
09/06/1995 - 08/11/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TN
08/09/1994 - 09/08/1995
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
08/11/1993 - 06/29/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/15/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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