Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Craig Melsoni is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Charles has over 40 years of experience in the securities industry. Charles has been with Cambridge Investment Research Advisors, Inc. since 2006 and has been with Cambridge Investment Research, Inc. since 2003. Charles holds the Series 6, 7, 24, 26, 63 and 65 licenses. Charles is also an Independent Insurance Agent for various Independent Insurance Companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
03/21/2006 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
CO
03/15/2000 - 12/31/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NJ
02/22/1983 - 10/29/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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