Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kassatly is a financial advisor with over 25 years of experience in the industry. Charles is currently registered with Cetera Investment Advisers LLC and has been with them since December 2019. Previously, Charles has held positions with LPL Financial LLC, HSBC Securities (USA) Inc., Chase Investment Services Corp., WAMU Investments, Inc., Fahnestock & Co. Inc. and Prime Charter Ltd. Charles is licensed to provide financial advice in several states including Florida, New Jersey, New York and Texas. 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.
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2
NY
04/22/2022 - Present
Cetera Investment Advisers LLC (MERRICK NY)
NY
01/19/2011 - 12/24/2019
LPL FINANCIAL LLC (EAST MEADOW NY)
NY
06/24/2009 - 01/19/2011
HSBC SECURITIES (USA) INC. (MASSAPEQUA NY)
NY
05/02/2009 - 06/15/2009
CHASE INVESTMENT SERVICES CORP. (ROCKVILE CENTER NY)
NY
06/03/2003 - 05/02/2009
WAMU INVESTMENTS, INC. (EAST MEADOW NY)
NY
01/02/2002 - 05/16/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
06/01/1998 - 01/02/2002
PRIME CHARTER LTD. (NEW YORK NY)
NY
10/27/1997 - 11/17/1998
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
IA
Issued 12/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/5/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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