Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Nardiello is a financial advisor with Edelman Financial Engines. Charles has been a registered investment advisor for over 15 years and has experience working at several firms. Charles is currently licensed in Texas and Virginia. Charles has passed the Series 66, Series 7 and the SIE examinations. He has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ASHBURN VA)
VA
10/03/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
02/11/2010 - 09/28/2012
CHARLES SCHWAB & CO., INC. (TYSONS CORNER VA)
VA
05/06/2004 - 02/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
BOTH
Issued 06/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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