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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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 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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ADVISOR BIO

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

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

Charles Nguyen is a registered representative with Eagle Strategies LLC. Charles is based in Glendale, CA, and has been in the financial services industry since August 28, 2022. Charles is licensed to sell securities in California. Charles specializes in providing financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Charles Russo is a financial professional with over 25 years of experience in the financial services industry. Charles is registered with the state of California as an Investment Advisor Representative and is also a Certified Financial Planner. Charles is currently affiliated with Classic Financial and has been with the firm since January 2000. Prior to joining Classic Financial, Charles worked for MML Investors Services, Inc. and PML Securities Company. Charles has a diverse background in the financial services industry and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Charles specializes in financial planning, investment management, and retirement planning. Charles is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Charles Pickett is a registered representative with J.P. Morgan Securities LLC. Charles has been in the securities industry for over 3 years and holds the Series 63, Series 6TO, and SIE licenses. Charles is licensed in California, Michigan, and Oregon. Charles specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses.

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ADVISOR BIO

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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ADVISOR BIO

Charles Rathmell II is a financial advisor at Morgan Stanley. Charles is a registered representative with the state of California and the state of Texas. Charles has been in the financial services industry since 1993. Charles holds Series 3, 7, 31, 63, and 65 securities licenses. Charles is an active member of the Brea Rotary Club, Team Up for Down Syndrome Advisory Council, the CSU College of Business & Economics Executive Council, and the Intervention Center for Early Childhood Board of Directors.

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