Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dann is a financial advisor with Novare Capital Management, a registered investment advisor based in Charlotte, North Carolina. Charles has over 8 years of experience in the financial services industry. Charles is a Certified Financial Planner and holds the Series 7 and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
02/03/2021 - Present
Novare Capital Management (CHARLOTTE NC)
NY
03/14/2014 - 12/16/2020
FIDELITY BROKERAGE SERVICES LLC (NEW YORK CITY NY)
VA
11/13/2013 - 02/25/2014
WELLS FARGO ADVISORS, LLC (ALEXANDRIA VA)
TN
09/26/2012 - 10/07/2013
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
BOTH
Issued 10/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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