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 Mouton is a financial advisor at Osaic Wealth, Inc. Charles has been in the financial services industry since 1993. Charles is registered to offer investment advice in 11 states. Charles is also a Registered Representative and holds Series 1, 6, 26, and 63 licenses.
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.
1
2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (COVINA CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COVINA CA)
CA
03/31/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (COVINA CA)
CA
11/14/2014 - 04/02/2015
SECURITIES AMERICA, INC. (COVINA CA)
CA
04/19/2000 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (COVINA CA)
NA
08/28/1984 - 08/11/1986
BNL SECURITIES INC.
NA
07/06/1978 - 05/03/1983
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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