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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Thomas Wimsatt is an Investment Advisor Representative with Cetera Investment Advisers LLC and has been in the industry for 25 years. Charles Thomas Wimsatt is also a Registered Representative with Cetera Investment Advisers LLC. Charles Thomas Wimsatt's previous experience includes working at Summit Brokerage Services, Inc., Securities America, Inc., and 1st Global Capital Corp. Charles Thomas Wimsatt has a wide range of experience in the financial industry and is well-equipped to provide guidance and advice to clients. Charles Thomas Wimsatt is registered in Florida, Indiana, Kentucky, North Carolina, Ohio, Texas, and Virginia.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (LOVELAND OH)
OH
04/03/2001 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LOVELAND OH)
NE
09/15/2000 - 04/10/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
05/29/1998 - 09/21/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 05/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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