Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Schlegel is an investment advisor representative with Cetera Investment Advisers LLC. Charles has been in the securities industry since August 2, 1998. Charles is registered in 13 states as a broker and investment advisor representative. Charles is also registered in 2 states as an investment advisor representative only. Charles has worked at Cetera Advisor Networks LLC since September 2013 and Cetera Investment Advisers LLC since June 2023. Charles also owns and operates his own real estate business and is an independent insurance agent. Charles specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
PA
01/08/2024 - Present
Cetera Investment Advisers LLC (SUNBURY PA)
PA
08/03/1998 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (NORTHUMBERLAND PA)
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/1/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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