Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Raymond Charron is a financial professional registered with Cetera Investment Advisers LLC. Joseph has been working in the financial services industry since February 8, 2014. Joseph has worked with American Fidelity Securities, Inc., AXA Advisors, LLC, First Allied Securities, Inc. and Cetera Advisors LLC. Joseph is licensed in Oklahoma as both an Investment Advisor and a Broker. Joseph holds the following FINRA securities licenses: Series 6, Series 7, Series 63, Series 65 and Series 7TO. Joseph also passed the Securities Industry Essentials (SIE) exam. Joseph can provide investment advice to individuals, businesses, pension and profit sharing plans, charitable organizations, and other investment advisors. Joseph can offer financial planning, educational seminars, and selection of other advisers, as well as portfolio management services for individuals and businesses.
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.
1
2
OK
04/23/2021 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
06/21/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (OKLAHOMA CITY OK)
OK
08/19/2014 - 06/22/2017
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
NY
08/08/2005 - 02/14/2006
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 06/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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