Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Landgraf is a financial advisor with Cetera Investment Advisers LLC, a firm that provides financial planning and investment management services to individuals, families, and businesses. Charles has been in the financial services industry since 1989 and has a broad range of experience in investments, insurance, and financial planning. Charles holds the Series 6, 7, and 63 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. Charles Landgraf is dedicated to helping clients achieve their financial goals and providing them with the personalized guidance they need to make informed decisions about their financial future.
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (FORT COLLINS CO)
MA
05/24/1989 - 10/05/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/24/1989 - 10/05/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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