Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Buchana is a financial professional with over 11 years of experience in the industry. Charles is currently registered with Cetera Investment Advisers LLC and has a Series 66, Series 7 and SIE license. Charles's areas of expertise include financial planning, pension consulting and portfolio management. Charles has previously worked with First Allied Securities, Inc., Berthel, Fisher & Company Financial Services, Inc. and Triad Benefits Group, P.C.
6001 OLD COLLINSVILLE ROAD BUILDING 2 SUITE A
FAIRVIEW HEIGHTS, IL 62208
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
IL
10/09/2024 - Present
Cetera Investment Advisers LLC (FAIRVIEW HEIGHTS IL)
IL
05/04/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FAIRVIEW HGHTS IL)
MO
12/02/2021 - 05/02/2022
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Chesterfield MO)
IL
08/01/2011 - 11/30/2021
FIRST ALLIED SECURITIES, INC. (TROY IL)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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