Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Anthony Aronica is a financial advisor with Orion Portfolio Solutions, LLC. Charles has been in the industry since 2012. Charles is registered with the state of Nebraska as an investment advisor representative. Charles also holds the Series 63, 65, 7 and SIE licenses. Charles is a Chartered Financial Analyst. Charles has previously worked at Ladenburg Thalmann & Co. Inc. and Citigroup Global Markets Inc. Orion Portfolio Solutions, LLC manages assets of over $50 billion for individuals, corporations, pension and profit-sharing plans, and pooled investment vehicles. The firm also offers portfolio management services for educational savings and ABLE 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.
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.
Portfolio management for educational savings & able 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/17/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
NY
05/11/2016 - 05/12/2021
LADENBURG THALMANN & CO. INC. (New York NY)
DE
02/13/2013 - 05/06/2016
CITIGROUP GLOBAL MARKETS INC. (Wilmington DE)
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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