Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Fristoe Chelf is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Cetera Investment Advisers LLC in Perry Hall, Maryland. Previously, Charles has been associated with LPL Financial LLC, National Planning Corporation, ING Financial Partners, Inc., Locust Street Securities, Inc. and Signator Investors, Inc. Charles has a diverse background in the financial services industry, holding registrations in both the Broker-Dealer and Investment Advisor capacities. Charles holds the Series 6, Series 7, Series 66 and SIE securities licenses and is a Certified Financial Planner. Charles also has experience working with a variety of client types including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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
MD
11/18/2024 - Present
Cetera Investment Advisers LLC (PERRY HALL MD)
MD
12/18/2012 - 11/18/2016
LPL FINANCIAL LLC (BALTIMORE MD)
MD
11/17/2004 - 01/04/2013
NATIONAL PLANNING CORPORATION (BALTIMORE MD)
CT
01/01/2004 - 12/17/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
03/10/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
03/23/1999 - 02/26/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 09/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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