Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Glasser is an investment advisor representative currently working at Cetera Investment Advisers LLC. Charles has been in the financial industry since 1986 and has been registered with the state of South Carolina since 2007. Charles also has a license to provide investment advice in Florida, Georgia, and North Carolina. Charles specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Charles has worked at several other financial institutions, including Legacy Financial Services, Inc., Fortis Investors, Inc., and MIMLIC Sales Corporation. Charles is dedicated to helping his clients 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.
1
2
SC
03/21/2024 - Present
Cetera Investment Advisers LLC (MOUNT PLEASANT SC)
SC
07/23/1998 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (MT. PLEASANT SC)
MN
03/08/1996 - 07/24/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
06/15/1992 - 12/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
10/17/1990 - 07/16/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
09/19/1986 - 03/21/1990
G. R. PHELPS & CO., INC.
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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