Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Zeller is an investment advisor representative with Caz Investments LP. Charles has been in the industry for over 8 years. Charles has Series 63, 7, 79 and SIE licenses. Charles earned the Chartered Financial Analyst designation. The firm is based in Houston, Texas and has been in operation since 2022.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/28/2022 - Present
CAZ Investments LP (HOUSTON TX)
IL
08/16/2018 - 05/16/2022
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
NC
11/25/2014 - 08/02/2018
DFA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 08/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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