Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lutrick is a financial advisor with over 35 years of experience in the industry. Charles is a registered representative with Cetera Investment Advisers LLC and has been with the firm since 2013. Previously, Charles worked with New England Securities and Cigna Securities, Inc. Charles is also a partner and advisor at Atl Global Advisors, a financial services firm he co-founded in 2017. Charles holds several industry certifications, including the Series 63, Series 52, Series 72, Series 6, Series 22, and Series 62 exams. Charles is also a Chartered Financial Consultant. Charles specializes in providing financial advice to individuals, businesses, and charitable organizations. Charles's areas of expertise include financial planning, portfolio management, and investment advice.
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (INLET BEACH FL)
NY
10/11/1989 - 01/26/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
11/03/1988 - 10/30/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 10/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/05/2007
Series 72 - Government Securities Representative Examination
BC
Issued 12/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/07/1988
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Lutrick is the right advisor for you? Invested Better is here to help.
