Charlotte Cowan Geletka

Current Employers

Employment History

• 07/2004 → 11/2024
  Lincoln Financial Advisors Corporation
  Atlanta, GA
• 11/2024 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2008-07-14 → 2024-11-04
  Osaic Fa, Inc.
  Raleigh, NC
  Fort Wayne, IN
  Raleigh, NC
  Atlanta, GA

Other Businesses

1- 11/2024 / Business Owner Mindset / Business Owner - Coaching/Speaking / NON INV RLTD / 2 HRS MNTH / 2 HRS DURING TRADING / START 05/01/2018 2- 11/2024 / Silver Penny Financial Planning / DBA for LPL Business (entity for LPL business) / INV RLTD / 10 HRS MNTH / 2 HRS DURING TRAIDNG / START 06/01/2018 3- 11/2024 / Insight Investing LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 07/01/2017 4- 11/2024 / Silver Penny Financial Planning / Non-Variable Insurance / INV RLTD / 10 HRS MNTH / 2 HRS DURING TRADING / START 08/01/2013 5- 11/2024 / Articles / AUTHOR BLOG / INV RLTD / 2HRS MNTH / 2 HRS DURING TRADING / START 08/01/219 6- 11/2024 / Blog / Author - Articles / INV RLTD / 2 HRS DURING TRADING / START 08/01/219 7- 11/2024 / Geletka Rental Empire, LLC / Real Estate Rental / INV RLTD / 6 HRS MNTH / 2 HRS DURING TRADING / START 07/09/2018

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-01
• S63 Uniform Securities Agent State Law Examination
  2004-10-05

Designations

Other Names

• Charlotte Elaine Cowan
• Charlotte Elaine Cowan
• Charlotte Cowan Geletka