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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bradford Wetmore is a financial advisor at Mercer Global Advisors Inc. He is licensed in Colorado, Louisiana, Nebraska, New Hampshire, and Texas. Charles has been in the financial services industry since June 2014. He is a Certified Financial Planner and has experience providing financial planning, pension consulting, and trust services. Charles's experience includes working with individuals, corporations, and non-profits.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
01/10/2024 - Present
Mercer Global Advisors Inc. (Denver CO)
CO
06/24/2014 - 09/21/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
IA
Issued 10/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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