Unclaimed
Charles Vaccaro is a financial advisor currently registered with Cetera Investment Advisers LLC. Charles has been a registered financial advisor since August 1992. Charles has been actively working in the financial services industry since January 1993. Charles is also a partner in Vaccaro & Prisco LLP, a law 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.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (HUNTINGTON NY)
NY
04/18/1999 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (Huntington NY)
NY
03/29/1999 - 04/26/1999
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
11/11/1996 - 04/02/1999
DESCAP SECURITIES, INC. (NEW YORK NY)
WI
01/12/1994 - 11/04/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/12/1994 - 11/04/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
08/11/1992 - 08/18/1993
DESCAP SECURITIES, INC. (NEW YORK NY)
IA
Issued 2/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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