Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Campbell is a financial advisor with over 20 years of experience in the industry. Charlotte is currently registered with Kestra Advisory Services, LLC and has been with the firm since April 2024. Before joining Kestra Advisory Services, LLC Charlotte was associated with several other firms, including Cetera Investment Services LLC, Hancock Whitney Investment Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charlotte holds Series 7 and Series 66 licenses and is registered with the state of Texas.
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.
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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TX
04/10/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
LA
08/10/2022 - 11/18/2022
CETERA INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
01/15/2014 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
TX
03/07/2008 - 11/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
07/24/2003 - 01/17/2008
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
11/06/2002 - 06/20/2003
AXA ADVISORS, LLC (NEW YORK NY)
NJ
05/22/2001 - 10/03/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
10/03/2000 - 04/02/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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