Charles Cerone (CRD# 1352024) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Ocean, NJ and has over 19 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services, Inc. | Monaca, PA | Oct 2018 - Current | 5 |
| Prosperity Wealth Management Inc. | San Ramon, CA | Oct 2018 - Current | 5 |
| Self Employed | Ocean, NJ | Feb 2010 - Current | 14 |
| Foresters Equity Services, Inc. | Ocean, NJ | Mar 2011 - Oct 2018 | 7 |
| Foresters Equity Services, Inc. | Ocean, NJ | Mar 2011 - Oct 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- CA
- NJ
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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