Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Douthit is a financial advisor with over 35 years of experience in the financial services industry. Charles is currently registered with Cetera Investment Advisers LLC, a firm with over 6,000 investment advisor representatives and over 100,000 client accounts. Charles is also registered with the states of Illinois and Texas. Charles specializes in providing financial planning, pension consulting, and educational seminars to individuals, families, and businesses. Charles has a diverse background in the financial services industry, including experience with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Charles is committed to providing clients with personalized financial advice and services that meet their individual needs.
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
IL
07/12/2024 - Present
Cetera Investment Advisers LLC (Northbrook IL)
IL
06/01/2009 - 07/19/2024
MORGAN STANLEY (Barrington IL)
IL
01/05/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
04/19/1989 - 01/05/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/31/1989 - 04/05/1989
U.S. ADVISORS, INC.
NA
09/15/1988 - 01/10/1989
GRAYSTONE NASH, INC.
NA
08/23/1988 - 09/15/1988
F.D. ROBERTS SECURITIES, INC.
IA
Issued 12/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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