Charles Mopsik (CRD# 5185894) is an Investment Advisor Representative working at Even Keel Advisors in Saratoga Springs, NY and has over 14 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encore Vet Group | Saratoga Springs, NY | Sep 2021 - Current | 2 |
| Even Keel Advisors, LLC | Saratoga Springs, NY | Feb 2021 - Current | 3 |
| Continuum Wealth Advisors, LLC | Saratoga Springs, NY | Oct 2018 - Jan 2021 | 2 |
| Pet Partners LLC | Wilton, NY | Apr 2012 - Jul 2018 | 6 |
| Transamerica Financial Advisors, Inc. | Fairfield, CT | Feb 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- NY
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- 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
- Other
NY
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