Charbel Ojeil (CRD# 3053973) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Brunswick, NJ and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Voya Financial Advisors | North Brunswick, NJ | Sep 2014 - Jun 2021 | 6 |
| Liberty Tax Service | Somerset, NJ | Jan 2012 - Dec 2016 | 4 |
| Franklin Township Chamber Of Commerce | Somerset, NJ | Nov 2009 - Nov 2016 | 7 |
| Creative Newsletters LLC | Franklin Park, NJ | Dec 2007 - Oct 2016 | 8 |
| Ing Financial Partners | North Brunswick, NJ | Dec 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
- NJ
-
Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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