Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Neil Stalter is a financial professional with over 19 years of experience in the financial services industry. Charles is currently registered with Cetera Investment Advisers LLC. Charles has held previous registrations with Securian Financial Services, Inc. and PFS Investments Inc. Charles has a wide range of experience in the financial services industry, including investment advising, financial planning, and insurance sales. Charles specializes in providing financial advice to individuals and families, as well as small businesses. Charles is committed to helping clients achieve their financial goals through personalized financial planning and investment management.
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
DE
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
01/24/2012 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
PA
03/17/2004 - 01/12/2012
PFS INVESTMENTS INC. (SOUDERTON PA)
IA
Issued 03/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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