Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Weber is a financial professional with over 30 years of experience in the industry. Charles has a strong background in providing financial and tax services. Charles has been registered with Packerland Brokerage Services, Inc. since 2023. Charles was previously registered with Cetera Advisors LLC and VSR Financial Services, Inc. Charles provides financial planning, pension consulting and selection of other advisors services. Charles also provides portfolio management services for individuals. Charles's firm is Packerland Brokerage Services, Inc. and is based in Green Bay, Wisconsin.
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.
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
WI
03/03/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
KS
01/01/2004 - 11/29/2021
CETERA ADVISORS LLC (SHAWNEE KS)
OH
03/03/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
07/29/1993 - 03/03/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
01/16/1992 - 08/18/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/16/1992 - 08/18/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KS
03/06/1989 - 12/31/1991
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NA
10/02/1986 - 08/02/1988
SCHROFF BROKERAGE CORPORATION
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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