Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hamilton has over 30 years of experience in the financial services industry. Charles is currently registered with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management. Charles is also registered in 23 states across the U.S. including Texas and Washington. Prior to joining Cetera Investment Advisers, Charles held positions with Fidelity Investments Institutional Services Company, John Hancock Funds, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles has extensive experience in Financial Planning.
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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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
RI
03/15/1996 - 07/12/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
10/17/1991 - 03/06/1996
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
10/04/1991 - 03/06/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/04/1991 - 03/06/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
09/07/1990 - 08/20/1991
METLIFE - STATE STREET INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/25/1987 - 05/24/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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