Profile
Mr. Charlie E.
Roberts is an Investment Advisor at New England Investment & Retirement Group, Inc. He joined the firm February 2004.
He was previously employed as a Principal by Commonwealth Equity Services, Inc from February 2004 to January 2011, Financial Advisor by Waddell & Reed Financial, Inc, and Specialist-Retirement Plans by ING Institutional Plan Services LLC.
Mr. Roberts received his undergraduate degree from Salem State College from 1988 to 1992.
Former positions of Charlie E. Roberts
Companies | Position | End |
---|---|---|
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Corporate Officer/Principal | 2011-01-30 |
Voya Institutional Plan Services LLC
Voya Institutional Plan Services LLC Insurance Brokers/ServicesFinance Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT. | Corporate Officer/Principal | - |
WADDELL & REED FINANCIAL, INC. | Corporate Officer/Principal | - |
New England Investment & Retirement Group, Inc.
New England Investment & Retirement Group, Inc. Investment ManagersFinance New England Investment & Retirement Group, Inc. offers financial planning services to individuals as well as small and mid-sized businesses. The firm provides wealth management, investment advisory, risk management & asset protection, retirement & sufficiency plan, estate & charitable planning and group planning services. NEINV was founded in 1995 and is headquartered in North Andover, MA. | Analyst-Equity | - |
Training of Charlie E. Roberts
Salem State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
New England Investment & Retirement Group, Inc.
New England Investment & Retirement Group, Inc. Investment ManagersFinance New England Investment & Retirement Group, Inc. offers financial planning services to individuals as well as small and mid-sized businesses. The firm provides wealth management, investment advisory, risk management & asset protection, retirement & sufficiency plan, estate & charitable planning and group planning services. NEINV was founded in 1995 and is headquartered in North Andover, MA. | Finance |
Voya Institutional Plan Services LLC
Voya Institutional Plan Services LLC Insurance Brokers/ServicesFinance Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT. | Finance |
Waddell & Reed Financial, Inc.
Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
- Stock Market
- Insiders
- Charlie E. Roberts