Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Fetner is a financial advisor in Austin, Texas. Charles has been working in the financial services industry since 2000. He currently works at Kestra Advisory Services, LLC. Before joining Kestra Advisory Services, Charles worked at Securities America, Inc., TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc. Charles holds the Series 66, Series 7 and SIE licenses. He is also a Certified Financial Planner. Charles offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses and 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.
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
TX
09/21/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AL
05/05/2017 - 10/02/2023
SECURITIES AMERICA, INC. (VESTAVIA HILLS AL)
AL
11/17/2011 - 04/18/2017
TD AMERITRADE, INC. (BIRMINGHAM AL)
AL
12/03/2004 - 11/14/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
MN
07/12/2000 - 12/15/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/12/2000 - 12/15/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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