Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Vincent Massarella is a financial advisor with Ameritas Advisory Services, LLC, based in Cincinnati, OH. He is a registered representative in Ohio and is licensed to provide investment advice. Charles has been in the financial services industry since April 17, 1992. Charles has experience with a variety of financial products and services. He is particularly experienced in financial planning, portfolio management, and pension consulting. Charles also has experience with 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
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (CINCINNATI OH)
OH
08/10/2004 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MO
07/15/2003 - 08/03/2004
EDWARD JONES (ST. LOUIS MO)
RI
02/12/1993 - 10/23/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
03/05/1991 - 09/24/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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