Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Richard Eller is a financial advisor at Cornerstone Wealth Management, LLC, with over 20 years of experience in the industry. Charles has been with Cornerstone Wealth Management since May 2015. Before that, Charles worked at U.S. Bancorp Investments, Inc., LPL Financial LLC, Park Avenue Securities LLC, Guardian Investor Services LLC, Invest Financial Corporation, Jackson National Life Distributors, Inc., UBS Paine Webber Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles is registered with the state of Missouri as an Investment Advisor Representative. Charles Eller has Series 63, 66 and 7 licenses.
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.
Lpl sponsored advisory programs; investment management & research subscription licensing
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
MO
05/07/2015 - Present
Cornerstone Wealth Management, LLC (St. Louis MO)
MO
03/30/2012 - 05/05/2015
U.S. BANCORP INVESTMENTS, INC. (KIRKWOOD MO)
MO
10/21/2010 - 04/10/2012
LPL FINANCIAL LLC (CHESTERFIELD MO)
MO
07/12/2010 - 10/11/2010
PARK AVENUE SECURITIES LLC (ST LOUIS MO)
NY
04/11/2005 - 07/07/2008
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
WI
07/02/2004 - 04/14/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
TN
10/02/2002 - 08/05/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NJ
05/14/2001 - 10/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/02/2001 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
11/11/1997 - 03/15/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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