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Charlene Renee Lovitt

Cetera Investment Advisers LLC

Oakdale, CA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-12
CA RA APPROVED 2014-01-21
  • TX RA
    APPROVED
    Since 2023-01-12
  • CA RA
    APPROVED
    Since 2014-01-21

Branch Locations

125 North 3Rd Avenue, Oakdale, CA 95361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Services Llc St Cloud MN 01/2014 Present
Oak Valley Community Bank Modesto CA 01/2014 Present
Cetera Investment Advisers Llc Oakdale CA 01/2014 Present
  • 01/2014 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 01/2014 → Present
    Oak Valley Community Bank
    Modesto, CA
  • 01/2014 → Present
    Cetera Investment Advisers Llc
    Oakdale, CA
Previous Registrations
  • 2007-09-04 → 2014-01-13
    Lpl Financial Llc
    Stockton, CA
    Stockton, CA
    Tracy, CA
    Turlock, CA
    Modesto, CA
    Fort Mill, SC
    Jackson, CA
    Ione, CA
    Modesto, CA
    Stockton, CA
    Stockton, CA
    Tracy, CA
    Turlock, CA
  • 2006-06-07 → 2007-11-06
    Secu Brokerage Services
    Modesto, CA
    Sacramento, CA
  • 2003-05-15 → 2005-06-16
    Secu Brokerage Services
    Modesto, CA
  • 2001-06-01 → 2003-05-08
    Lpl Financial Llc
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-16
  • S66 Uniform Combined State Law Examination
    2001-03-16
Designations
Other Names
  • Renee Lovitt
  • Charlene Renee Sorrell
  • Charlene Renee Lovitt

View on SEC IAPD

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VERITY ASSET MANAGEMENT · OAKDALE, CA
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WELLS FARGO CLEARING SERVICES, LLC · OAKDALE, CA
KENNETH E. BOONE WEALTH MANAGEMENT, LLC · OAKDALE, CA
EDWARD JONES · OAKDALE, CA

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