Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Carr is a financial advisor with Cetera Investment Advisers LLC in Blountville, Tennessee. Charles has been in the financial services industry since February 1996. Charles is registered with the state of Tennessee as an Investment Advisor Representative. Prior to joining Cetera Investment Advisers LLC, Charles worked with VOYA FINANCIAL ADVISORS, INC. Charles is also a Certified Financial Planner. In addition to his work as a financial advisor, Charles is also a licensed insurance agent and tax preparer. Charles is committed to helping clients achieve their financial goals.
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
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (BLOUNTVILLE TN)
TN
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BLOUNTVILLE TN)
IA
01/10/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
FL
05/15/2000 - 12/17/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
01/24/1996 - 05/31/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/24/1996 - 05/31/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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