Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fitzgerald? Claim Your ProfileFitzgerald Charlier is a financial advisor with over 20 years of experience in the financial services industry. Fitzgerald is currently registered with Cambridge Investment Research Advisors, Inc. in Indiana. Previously, Fitzgerald was registered with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. in Indiana. Fitzgerald holds a Series 6, Series 22, Series 62, and Series 63 license. Fitzgerald also holds the Certified Financial Planner designation. Fitzgerald works with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
08/16/2018 - Present
Cambridge Investment Research Advisors, Inc. (Indianapolis IN)
IN
05/13/2016 - 08/20/2018
SIGNATOR INVESTORS, INC. (FISHERS IN)
IN
11/04/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FISHERS IN)
NY
01/01/1999 - 11/24/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/18/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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