Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Maynes is a Registered Investment Advisor Representative and is currently associated with B.o.s.s. Retirement Advisors, LLC. Charles has been in the industry since December 2006, and has experience with the following firms: Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Fidelity Brokerage Services LLC. Charles's primary registrations include: Utah for Investment Advisor. Charles's current specializations include: Investment Advisory Services and Portfolio Management for Individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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2
UT
02/02/2015 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
UT
01/03/2011 - 04/22/2014
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
02/03/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
12/04/2006 - 06/20/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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