Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Terrance Nesser is a registered investment advisor representative in Minnesota. Charles Nesser has been active in the industry since August 2015. Currently, Charles Nesser is affiliated with Cambridge Investment Research Advisors, Inc., a registered investment advisor firm based in Fairfield, Iowa. Prior to that, Charles Nesser was with Transamerica Financial Advisors, Inc. in Minneapolis, Minnesota. Charles Nesser holds the Series 63, Series 65, and SIE exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
08/11/2020 - Present
Cambridge Investment Research Advisors, Inc. (Minneapolis MN)
MN
08/12/2015 - 04/21/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MINNEAPOLIS MN)
IA
Issued 01/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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