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 Zisko Jr. is a financial advisor with over 35 years of experience in the financial services industry. Charles is currently registered with Cetera Investment Advisers LLC. Charles has been with Cetera Investment Advisers since 2023, before joining Cetera, Charles worked with Voya Financial Advisors. Charles is a Chartered Financial Consultant and holds FINRA Series 6, 7, and 63 licenses, as well as the SIE exam.
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.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (PEMBROKE MA)
MA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PEMBROKE MA)
IA
08/13/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
09/19/1994 - 09/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
06/04/1991 - 08/29/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
OH
08/05/1987 - 05/10/1991
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
04/04/1986 - 06/30/1987
PRUCO SECURITIES CORPORATION
BC
Issued 10/2/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 4/3/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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