Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chuck? Claim Your ProfileChuck Edelstein is an investment advisor representative with Cetera Investment Advisers LLC. Chuck has been in the securities industry for over 17 years and has been registered with the state of Missouri since September 25, 2013. Chuck is also registered as an investment advisor representative in Arizona, Florida, Illinois, Iowa, New Jersey, New York, Ohio and Oklahoma. Chuck has previously worked for MetLife Securities Inc., General American Distributors, Inc., Stifel, Nicolaus & Company, Incorporated, Transamerica Financial Resources, Inc., and Locust Street Securities, Inc. Chuck holds Series 6, 7, 63, and 65 licenses and the SIE exam. Chuck is a board member of Chevra Kadisha Cemetery Association and is also a health insurance sales representative. Chuck has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Chuck specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SAINT LOUIS, MO
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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2
MO
09/25/2013 - Present
Cetera Investment Advisers LLC (SAINT LOUIS MO)
MO
04/01/2011 - 07/12/2013
METLIFE SECURITIES INC. (ST. LOUIS MO)
NY
08/16/2004 - 09/23/2004
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
NY
10/24/2003 - 12/18/2003
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
MO
05/31/2000 - 06/18/2002
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
CA
01/05/1998 - 06/20/2000
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
08/21/1997 - 01/09/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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