Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alario is a financial advisor with Robert W. Baird & Co. Inc., located in Siesta Key, FL. Charles has been in the industry since 1993 and has experience in various financial services. Charles is licensed to provide investment advice in several states and is well-equipped to serve clients with a variety of needs.
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.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
FL
03/16/2012 - Present
Robert W. Baird & Co. Inc. (Siesta Key FL)
FL
01/01/2008 - 03/19/2012
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
FL
06/03/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SARASOTA FL)
NY
12/14/1993 - 06/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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