Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Damico is a financial advisor with Cetera Investment Advisers LLC. Charles has been in the industry since May 4, 2001. Charles has a Series 7, Series 6, and Series 63 license. Charles is registered in 22 states and is a Registered Investment Advisor. Charles has experience with insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Charles's previous employers include MML Investors Services, LLC, MSI Financial Services, Inc., Raymond James & Associates, Inc., Putnam Retail Management Limited Partnership, and Franklin/Templeton Distributors, Inc.
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
06/20/2023 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
03/25/2017 - 06/22/2023
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
05/05/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
FL
07/27/2010 - 07/01/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MA
07/03/2008 - 12/07/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
FL
10/26/1999 - 06/13/2008
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
IA
Issued 10/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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