Charles Edmond Marchese

Current Employers

Employment History

• 01/1996 → Present
  Charles E Marchese Cpa
  Ronkonkama, NY
• 07/1999 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/1999 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2012 → Present
  Charles E. Marchese Wealth Management
  Ronkonkoma, NY
• 11/2017 → Present
  Cem Payroll Services Inc
  Ronkonkoma, NY

Other Businesses

1) CHARLES E. MARCHESE CPA, ACCTG & TAX PRAC-OWNER SINCE 1/1/98-MANAGE & PRACTICE ACCTG-40HR/WK; 2) SELLS HEALTH INSURANCE, SINCE 07/2007, 1H/WK: 3) CHARLES E. MARCHESE WEALTH MANAGEMENT; INV-RELATED; RONKONKOMA, NY; FINANCIAL SERVICES; OWNER; SINCE 09/2012; 60 HRS/MONTH DURING SECURITIES TRADING HOURS: 4) L&C LLC; NOT INVESTMENT RELATED; ADDRESS IS THE HOME LOCATION; RENTAL PROPERTY; START 6/2015; 0 HOURS/WEEK; OWNER WITH WIFE OF RENTAL CONDOMINIUM 5) NAME OF OTHER BUSINESS: CEM PAYROLL SERVICES INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PAYROLL SERVICES START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF TRADING HOURS PER WEEK: 2 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: CALCULATION & FILING OF PAYROLL CHECKS FOR EMPLOYERS; 6) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 9660 VICTORIA LANE #305, JENSEN BEACH, FL 34957; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 9/2009; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY HELD IN REVOCABLE TRUST;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-18

Other Names

• Charles Edmund Marchese