Charles C. Melsoni
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Charles Craig Melsoni was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 1983. Charles had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 27, 2006 - July 29, 2010
ISAAC FINANCIAL SERVICES, INC.
March 21, 2006 - June 26, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 21, 2003 - June 26, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 15, 2000 - December 31, 2002
CETERA ADVISORS LLC
February 22, 1983 - October 29, 1999
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
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Exams
Current firm
No current employment
Red Flags
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