Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Grace Reardon is an Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Charlene has over 30 years of experience in the financial services industry. Charlene's previous roles include working for Telemus Investment Brokers, LLC, Beacon Investment Company, First of Michigan Corporation, Everen Securities, Inc., and Wedbush Morgan Securities Inc. Charlene is licensed to provide investment advisory services in Michigan and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
01/05/2025 - Present
Kovitz Investment Group Partners, LLC (Ann Arbor MI)
MI
12/04/2006 - 12/07/2012
TELEMUS INVESTMENT BROKERS, LLC (ANN ARBOR MI)
MI
02/18/1998 - 12/04/2006
BEACON INVESTMENT COMPANY (ANN ARBOR MI)
MI
01/08/1997 - 01/28/1998
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MO
03/17/1992 - 07/15/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CA
06/20/1989 - 10/30/1991
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
IA
Issued 07/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1993
Series 4 - Registered Options Principal Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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