ADVISOR BIO

Charlene Pemstein is a financial advisor in Woodlands Hills, CA. Charlene has been a registered representative for over 12 years and has worked for several firms, including D.A. Davidson & Co., Crowell Weedon & Co., and currently at Raymond James Financial Services Advisors, Inc. She has experience in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Charlene also has expertise in working with clients in insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Charlene's clients benefit from her extensive knowledge and experience in the financial services industry.

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ADVISOR BIO

Charlene Francis is a financial professional with over 10 years of experience in the financial services industry. Charlene holds the Series 6, Series 63 and SIE licenses, and is registered with J.P. Morgan Securities LLC. Previously, Charlene worked as a financial advisor at Chase Investment Services Corp.. Charlene specializes in a variety of investment products and services, including securities, mutual funds, variable annuities, and retirement planning.

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ADVISOR BIO

Charlene Lovett is an Investment Advisor Representative with Cetera Investment Advisers LLC. Charlene has been in the financial services industry since 2001 and is registered with the state of California and Texas. Charlene is a Certified Financial Planner and holds the Series 7 and 66 licenses. Charlene is a registered representative of Cetera Investment Services LLC, member FINRA/SIPC.

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Charlene Lafrades Rodriguez is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Charlene is a seasoned professional with over 20 years of experience in the industry. Charlene focuses on providing financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Charlene has a broad range of experience and holds several industry designations, making Charlene a valuable resource for clients seeking financial guidance.

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Charlene Marie Burkhardt is a registered investment advisor representative with Independent Advisor Alliance, LLC based in Fremont, CA. She has over 25 years of experience in the financial services industry. Charlene has a strong background in financial planning, portfolio management, and investment advisory services. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Her experience includes working with individuals, families, and businesses. Charlene is dedicated to building long-term relationships with her clients and providing them with the support they need to make informed financial decisions.

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ADVISOR BIO

Charles Comeau is an Investment Advisor Representative registered with Allworth Financial, LP. Charles has been in the industry since 1996 and is licensed in Texas. Charles specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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Charles Guittari is a financial professional with over 6 years of experience in the financial services industry. Charles is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials Examination (SIE). Charles is also a registered investment advisor in California. Previously, Charles held positions at TD Ameritrade, Inc., E*TRADE Securities LLC, and First Republic Securities Company, LLC. Charles has a diverse background in financial services, having worked in various roles at different firms. Charles provides a wide range of services to clients, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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Charles Chia hao Lin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Charles has been in the securities industry since 2022. Charles is registered in 41 states and 2 jurisdictions, and holds Series 7TO, Series 66, and SIE licenses. Charles's primary office location is in Irvine, CA. Charles is registered as an investment advisor representative and has a broad range of experience and expertise in financial services.

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Charles Lee Plog is an active investment advisor representative with LPL Financial LLC in Folsom, CA. Charles has been in the industry since 1991, and is registered in California, Alaska, Idaho, Nevada, Oregon, and Texas. Charles has passed the Series 63, 65, 7, 24, and SIE exams. Charles also previously worked for Prudential Securities Incorporated and First Union Securities, Inc. Charles offers investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs. Charles specializes in financial planning, portfolio management, and other consulting services.

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Charles Carrick is a financial advisor with Beacon Pointe Advisors, LLC. Charles has been in the financial industry since 2013. Charles holds a Series 66 and Series 7 licenses and is also a Certified Financial Planner. Previously, Charles worked at PROEQUITIES, INC. in Greensboro, NC and DMJ WEALTH ADVISORS, LLC in Durham, NC. Charles is registered as an Investment Advisor Representative in North Carolina.

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