Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Vilar is a financial advisor at Truist Advisory Services, Inc. Charles has been in the industry for over 17 years and has worked with a variety of clients, including individuals, businesses, and charitable organizations. Charles specializes in providing financial planning, portfolio management, and other advisory services. Charles is registered with the state of Florida and holds a Series 7, Series 24, Series 66, and SIE license. Charles is also a Board Member of the Guardianship Program of Dade County.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/07/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MIAMI FL)
FL
05/22/2006 - 09/23/2009
COLONIAL BROKERAGE, INC. (MIAMI FL)
TN
04/29/2005 - 04/27/2006
PFIC SECURITIES CORPORATION (FRANKLIN TN)
FL
10/12/2004 - 01/04/2005
STATETRUST INVESTMENTS INC. (BOCA RATON FL)
BOTH
Issued 12/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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