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 Metzler is a financial advisor at Cumberland Advisors. Charles has been in the financial industry for over 3 years. Charles holds the Series 6, 7, and 63 securities licenses as well as the SIE exam. Charles has experience working with individuals, businesses, institutions, 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services for governmental clients
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.
Model delivery fees
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FL
09/09/2021 - Present
Cumberland Advisors (SARASOTA FL)
MN
10/30/2017 - 08/31/2020
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BC
Issued 11/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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