Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alter is a financial professional with over 15 years of experience in the securities industry. Charles holds a Series 6, 7, and 66 license. Charles is currently registered with Allstate Financial Services, LLC, and has been with the firm since January 24, 2012. Charles has been actively registered in various states since 2012, including Arizona, California, Florida, Illinois, New Jersey, and New York. Charles has also been previously registered with JOSEPH CAPITAL, LLC, in Columbus, Ohio.
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.
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.
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2
NY
01/24/2012 - Present
Allstate Financial Services, LLC (Brooklyn NY)
OH
11/10/2006 - 01/17/2007
JOSEPH CAPITAL, LLC (COLUMBUS OH)
BC
Issued 01/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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