CHARLES STEVEN SERA is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with DYNAMIC ADVISOR SOLUTIONS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DYNAMIC ADVISOR SOLUTIONS LLC | 2019-06-07 | present | Yes |
| CATALINA WEALTH PARTNERS, LLC | 2018-07-10 | 2019-12-23 | — |
| YELLOWSTONE PARTNERS | 2016-03-01 | 2018-03-05 | — |
| FERGUSON INVESTMENT SERVICES PLLC | 2012-09-07 | 2016-01-14 | — |