Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Pemstein is a financial advisor in Woodlands Hills, CA. Charlene has been a registered representative for over 12 years and has worked for several firms, including D.A. Davidson & Co., Crowell Weedon & Co., and currently at Raymond James Financial Services Advisors, Inc. She has experience in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Charlene also has expertise in working with clients in insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Charlene's clients benefit from her extensive knowledge and experience in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/18/2015 - Present
Raymond James Financial Services Advisors, Inc. (Woodlands Hills CA)
CA
11/25/2013 - 09/14/2015
D.A. DAVIDSON & CO. (WESTLAKE VILLAGE CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (WESTLAKE VILLAGE CA)
CA
03/13/2013 - 11/04/2013
CROWELL, WEEDON & CO. (WESTLAKE VILLAGE CA)
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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