Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles C. Robinson is a financial advisor with Cetera Investment Advisers LLC, and has over 20 years of experience in the financial services industry. Charles has been registered with the state of Alabama since 2013 and currently holds Series 63, Series 7, and SIE licenses. Charles's past experience includes work with BBVA Compass Investment Solutions, INC and BB&T Investment Services, INC. Charles specializes in working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Charles is also a councilman for Hokes Bluff City Council.
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.
1
2
AL
01/21/2014 - Present
Cetera Investment Advisers LLC (ANNISTON AL)
AL
08/09/2010 - 02/21/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ANNISTON AL)
AL
02/16/2010 - 07/30/2010
BB&T INVESTMENT SERVICES, INC. (ANNISTON AL)
AL
01/03/2005 - 02/17/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
MO
12/17/2003 - 01/03/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 2/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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