Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Stewart Roberson is a financial advisor who has been in the industry since 2014. Charles is currently registered with Level Four Advisory Services, where he is a registered representative and investment advisor representative. Charles has also previously worked at MID-ATLANTIC SECURITIES, INC. and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Charles holds Series 6, 7, 63, and 66 licenses. Charles is based out of Gallatin, TN and has a total of 14 active state registrations. Charles specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TN
08/18/2022 - Present
Level Four Advisory Services (GALLATIN TN)
TN
09/04/2018 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (GALLATIN TN)
NE
03/11/1998 - 07/18/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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