Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kerker is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with Great Point Advisors, LLC and has a branch office in Delmar, NY. Charles specializes in providing financial planning and portfolio management services to individuals and businesses. Previous experience includes Next Financial Group, Inc. and Peak Brokerage Services, LLC.
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.
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.
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
NY
01/31/2024 - Present
Great Point Advisors, LLC (Delmar NY)
NY
07/23/2019 - 11/03/2023
PEAK BROKERAGE SERVICES, LLC (Delmar NY)
NY
08/13/1999 - 07/02/2019
NEXT FINANCIAL GROUP, INC. (COHOES NY)
GA
01/11/1985 - 08/20/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 05/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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