Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Renee Lovitt is a financial advisor with over 20 years of experience in the financial services industry. Charlene is a registered representative with Cetera Investment Advisers LLC and a Certified Financial Planner. Charlene is dedicated to providing personalized financial planning and investment advice to individuals, families, and businesses. Charlene specializes in retirement planning, college savings, and investment management. Charlene has a strong track record of success in helping her clients achieve 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.
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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CA
01/12/2023 - Present
Cetera Investment Advisers LLC (OAKDALE CA)
CA
09/04/2007 - 01/13/2014
LPL FINANCIAL LLC (MODESTO CA)
CA
03/07/2006 - 11/06/2007
XCU CAPITAL CORPORATION, INC. (MODESTO CA)
NC
05/15/2003 - 06/16/2005
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
SC
02/12/2001 - 05/08/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 3/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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