Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Casey Knake is a financial advisor who has been in the industry since September 20, 1990. Charles is registered with Cetera Investment Advisers LLC in Nebraska and Texas. Charles also has a Series 6, Series 7, Series 24, and Series 63. Charles also holds a Series 65 license. Charles is also a Certified Financial Planner and a Chartered Financial Consultant. Prior to working for Cetera Investment Advisers LLC, Charles was employed with Securian Financial Services, Inc.
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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NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
09/21/1990 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NORFOLK NE)
IA
Issued 7/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 9/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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