Charles Medlicott (CRD# 2116971) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fishkill, NY and has over 33 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Fishkill, NY | Jun 2019 - Current | 4 |
| Cetera Investment Services LLC | St. Cloud, MN | Jun 2019 - Current | 4 |
| Icb - Icu | Budd Lake, NJ | Nov 2018 - Current | 5 |
| Foresters Financial Services | Fishkill, NY | Feb 2018 - Jun 2019 | 1 |
| Foresters Advisory Services, LLC | Newburgh, NY | Aug 2012 - Jun 2019 | 6 |
| Foresters Financial Services | Fishkill, NY | Dec 2002 - Feb 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- NJ
- NY
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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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