Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Fetters has been in the financial industry since April 1996. Charles is currently registered with Gateway Wealth Partners, LLC and has been with them since March 2024. Prior to that, Charles worked for Purshe Kaplan Sterling Investments, J.W. Cole Financial, Inc., National Planning Corporation, Waddell & Reed, Inc., CCO Investment Services Corp., CUNA Brokerage Services, Inc., People's Securities, Inc., Liberty Securities Corporation, Nationwide Advisory Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Charles has passed the Series 6, 7, 63, 65 and 66 exams. Charles specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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
WI
03/19/2024 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
CT
04/18/2018 - 03/15/2024
PURSHE KAPLAN STERLING INVESTMENTS (Westbrook CT)
CT
03/02/2016 - 05/17/2018
J.W. COLE FINANCIAL, INC. (Westbrook CT)
CT
11/15/2013 - 03/03/2016
NATIONAL PLANNING CORPORATION (WESTBROOK CT)
CT
01/02/2013 - 11/20/2013
WADDELL & REED, INC. (HAMDEN CT)
CT
05/02/2007 - 01/08/2013
CCO INVESTMENT SERVICES CORP. (EAST LYME CT)
RI
01/07/2000 - 05/03/2007
CUNA BROKERAGE SERVICES, INC. (WESTERLY RI)
CT
06/26/1998 - 12/08/1999
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
NY
02/06/1997 - 03/09/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
07/17/1996 - 01/31/1997
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MA
10/17/1995 - 06/03/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/17/1995 - 06/03/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/09/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Fetters is the right advisor for you? Invested Better is here to help.
