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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Freeman Morgan is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor (RIA) with a national scope. Charles has been in the financial services industry since 1999 and is licensed to provide investment advice in many states. Charles has a strong focus on providing financial planning and portfolio management services to individuals and businesses. He is also licensed to provide investment advice to pension and profit-sharing plans, charitable organizations, and corporations. In addition to his work with Cetera Investment Advisers LLC, Charles is also the President of Charles F Morgan CPA PC, a certified public accounting firm.
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
NH
12/15/2022 - Present
Cetera Investment Advisers LLC (LEBANON NH)
NH
02/28/2003 - 12/15/2022
SECURITIES AMERICA, INC. (LEBANON NH)
FL
01/06/1999 - 03/13/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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