Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mears is an active investment advisor representative at Osaic Wealth, Inc. He has been in the industry since 1995 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Charles Mears is registered in 16 states, including Alabama, Colorado, Florida, Georgia, Illinois, North Carolina, South Carolina, South Dakota, Tennessee, Texas, and Virginia. He has been affiliated with multiple firms throughout his career, including Triad Advisors, LLC, Raike Financial Group Inc., and Olde Discount Corporation. Charles Mears holds multiple industry licenses and certifications. He has also been involved in various other business activities, including managing rental properties and assisting clients with estate planning.
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.
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2
GA
08/23/2024 - Present
Osaic Wealth, Inc. (CANTON GA)
GA
01/06/2000 - 08/23/2024
TRIAD ADVISORS LLC (CANTON GA)
GA
05/07/1996 - 11/26/1999
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
MI
07/07/1995 - 08/25/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
GA
12/16/1994 - 05/31/1995
ARGENT SECURITIES, INC. (ATLANTA GA)
MO
11/22/1994 - 12/16/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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