Charles SchlegelCRD Number: 3075353
Current Firm: Cetera Advisor Networks LLC
Charles Schlegel (CRD# 3075353) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Sunbury, PA and has over 24 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Trustmont Advisory Group, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||8|
|Tower Square Securities, Inc.||Northumberland, PA||Jun 1998 - Aug 2013||15|
|Pfeiffer Naginey Insurance, Inc.||Northumberland, PA||Feb 1989 - Dec 2012||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- 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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