Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ballweg is a financial advisor with over 25 years of experience in the financial services industry. Charles has held various positions at several firms, including Lincoln Financial Advisors Corporation, Raymond James Financial Services, Inc., Financial Telesis Inc, and Fortune Financial Services, Inc. Charles is currently registered with Prosperity Financial Group, Inc. and is a Certified Financial Planner™ and a Chartered Financial Consultant®. Charles specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
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.
1
2
CA
01/01/2025 - Present
Prosperity Financial Group, Inc. (SAN RAMON CA)
CA
08/06/2014 - 12/31/2020
FORTUNE FINANCIAL SERVICES, INC. (San Ramon CA)
CA
06/02/2010 - 08/01/2014
FINANCIAL TELESIS INC (SAN RAMON CA)
CA
04/14/2000 - 06/01/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN RAMON CA)
IN
01/10/1997 - 04/24/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/10/1997 - 04/24/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 04/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Charles Ballweg is the right advisor for you? Invested Better is here to help.
