Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ketner is a financial professional with over 30 years of experience in the financial services industry. Charles is currently registered with Equitable Advisors, LLC in Salisbury, NC. Charles Ketner has also been registered with The Equitable Life Assurance Society of the United States. Charles has a diverse background in financial services, including experience in securities, investments, and insurance. Charles is committed to providing clients with personalized financial advice and guidance.
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
NC
12/31/2001 - Present
Equitable Advisors, LLC (SALISBURY NC)
NY
08/06/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Ketner is the right advisor for you? Invested Better is here to help.
