Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Constantino is an investment advisor representative who has been in the industry since 1999. Charles is currently registered with THE Ameriflex Group and has been in their employ since December 2023. Prior to joining THE Ameriflex Group, Charles was an advisor at Commonwealth Financial Network from November 2016 to December 2023 and at Hornor, Townsend & Kent, Inc. from February 2008 to November 2016. Charles offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and investment companies.
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.
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.
1
2
NY
12/01/2023 - Present
THE Ameriflex Group (Pittsford NY)
NY
11/04/2016 - 12/04/2023
COMMONWEALTH FINANCIAL NETWORK (PITTSFORD NY)
NY
02/01/2008 - 11/11/2016
HORNOR, TOWNSEND & KENT, INC. (PITTSFORD NY)
NY
01/10/2003 - 02/05/2008
1717 CAPITAL MANAGEMENT COMPANY (PITTSFORD NY)
NY
11/15/1999 - 12/17/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 06/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Constantino is the right advisor for you? Invested Better is here to help.
