Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Andrew Mann is a financial advisor with Innovation Partners LLC. Charles has been working in the financial industry since 1989 and has a breadth of experience in the field. Charles is registered with the state of Florida and is currently working with Innovation Partners LLC in Charlotte, NC. Charles has experience working with a variety of clients, including individuals, businesses, and retirement plans.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
08/21/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
IN
04/17/1996 - 12/23/1997
CFD INVESTMENTS, INC. (KOKOMO IN)
GA
06/21/1993 - 03/22/1994
PFS INVESTMENTS INC. (DULUTH GA)
KS
04/23/1991 - 03/31/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
10/03/1990 - 01/15/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/03/1990 - 01/15/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
02/28/1990 - 07/31/1990
FSC SECURITIES CORPORATION (ATLANTA GA)
CO
05/01/1989 - 11/02/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 03/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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