Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Landgraf is a financial advisor with over 34 years of experience in the industry. Charles is currently registered with Cetera Investment Advisers LLC in Colorado and Texas. Charles provides financial planning and investment management services to individuals, businesses, and charitable organizations. Charles previously worked with MetLife Securities Inc. and Metropolitan Life Insurance Company. Charles also holds the Series 6, Series 7, and Series 63 licenses.
SEVERANCE, CO
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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CO
03/21/2024 - Present
Cetera Investment Advisers LLC (SEVERANCE 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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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