Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robert Glasser, Jr. is a financial professional with over 35 years of experience in the industry. Charles is currently registered as a registered representative with Cetera Investment Advisers LLC. He has held previous roles with Legacy Financial Services, Inc. in Mount Pleasant, SC; Fortis Investors, Inc. in Oakdale, MN; Mimlic Sales Corporation in Saint Paul, MN; and G.R. Phelps & Co., Inc. Charles holds a number of licenses and certifications including the Series 6, 7, 22, 24, 63, and 65 exams. Charles specializes in financial planning, pension consulting, and educational seminars.
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 (MT 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 7/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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