Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joseph Vaccaro is a financial advisor with Cetera Investment Advisers LLC, with over 30 years of experience in the financial services industry. Charles has a strong background in financial planning, pension consulting, and portfolio management for individuals and businesses. Charles is also an insurance agent with various companies, and a partner in the law firm, Vaccaro & Prisco LLP. Charles has held various roles within the industry, including Vice President and Consultant with Long Island Employee Benefits Group LTD. Charles is registered with FINRA and the state of New York as a Registered Representative (RR) and Investment Adviser Representative (IAR).
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
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 02/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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