Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Guisasola is a Registered Representative and Investment Advisor Representative with Hornor, Townsend & Kent, LLC. Charlene has been in the financial services industry since 1997 and holds multiple licenses and designations. Charlene has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. She provides a variety of services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
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.
Trail commissions, distribution assistance fees
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2
FL
05/05/2009 - Present
Hornor, Townsend & Kent, LLC (CORAL GABLES FL)
FL
05/30/2008 - 04/14/2009
FIRST ALLIED SECURITIES, INC. (SOUTH MIAMI FL)
FL
08/01/2005 - 05/30/2008
FFP SECURITIES, INC. (SOUTH MIAMI FL)
MA
06/20/2003 - 08/01/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
01/30/1997 - 07/16/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/30/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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