Joseph Michael Charneske

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1990 → Present
  Goldberg, Mechales, Charneske, & Schiffman, Ltd.
  Banockburn, IL
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-01-28 → 2004-07-02
  Genworth Financial Planning Corporation
  Bannockburn, IL

Other Businesses

1)CHICAGO CAPITAL INVESTORS II, LLC. REAL ESTATE HOLDING COMPANY. PARTNER/CEO OF CCI.-SINCE 1/2001. OTHER PARTNERS: FATHER-IN-LAW.-OVERSEE & TRACK INVESTMENTS-1HR/WK.2)PROPERTY OWNER-MANAGING PRTNR SINCE 1/01-REVIEW BOOKS & RECS.3)PUB ACCTG, AUDITING & INCOME TAX PREP-PARTNER SINCE ?-ACCTG SVCS PROVIDED TO CLIENTS-30-60HR/WK.4)SMALL BKKPG CONSUL-OWNER SINCE ?-BOOKKPG, QUICKBOOKS TRNG, BUS CONSUL-2-5HR/WK.5)COLLEGE-TEACHING INSTRUCTOR-TEACH CLASSES-1HR/WK.6)CHARITY FOUND-TREASURER SINCE ?-OVERSEE FIN ASSETS & PREP MNTHLY FIN STMTS/REVIEW AUDIT-2-5HR/WK.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-08