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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Randall Snook is an investment advisor representative with Cetera Investment Advisers LLC. Charles has been in the financial services industry since April 1997 and has experience working for several firms including Voya Financial Advisors, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Charles is registered with the Securities and Exchange Commission and holds both Series 63 and 65 securities licenses. He is a Certified Financial Planner and Chartered Financial Consultant. Charles is committed to providing clients with personalized financial advice and guidance. He works with individuals, families, and businesses to help them achieve their financial goals.
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.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (CEDAR RAPIDS IA)
IA
10/01/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CEDAR RAPIDS IA)
IA
05/13/2016 - 10/08/2018
SIGNATOR INVESTORS, INC. (CEDAR RAPIDS IA)
IA
01/02/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
IA
04/16/1997 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 05/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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