Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edward Archer is a financial advisor with Cambridge Investment Research Advisors, Inc. He has been working in the financial industry since January 3, 1989, and has held several previous positions at firms such as NEXT FINANCIAL GROUP, INC., Ameriprise Financial Services, Inc., IDS Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Charles holds several licenses and registrations, including Series 6, Series 7, Series 63, and Series 65. He is registered in several states including Arkansas, Florida, Indiana, Michigan and Tennessee. Charles specializes in providing financial advice to individuals, businesses, and charitable organizations. He offers a variety of services, including financial planning, portfolio management, and educational seminars.
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
MI
12/03/2010 - Present
Cambridge Investment Research Advisors, Inc. (CHARLOTTE MI)
MI
01/03/2006 - 12/08/2010
NEXT FINANCIAL GROUP, INC. (CHARLOTTE MI)
MI
07/07/1995 - 01/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE MI)
MN
07/07/1995 - 01/04/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
01/04/1989 - 07/07/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/04/1989 - 07/07/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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