Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bagley Ducharme is an Investment Advisor Representative at Oppenheimer & Co. Inc. and has been in the industry since 2009. Charles holds Series 6, 7, 63 and 65 licenses. Charles has previous experience with Park Avenue Securities LLC and Signator Investors, Inc. Charles is registered in multiple states including Arizona, California, Delaware, Florida, Georgia, Illinois, Kentucky, Massachusetts, Michigan, New York, North Carolina, Texas, Virginia and Washington. Charles also works as a trustee on a personal trust account at Oppenheimer & Co. Inc.
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.
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.
Earned based on transactions or products sold.
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
MI
03/02/2017 - Present
Oppenheimer & Co. Inc. (GROSSE POINTE FARMS MI)
MI
02/06/2009 - 05/27/2011
PARK AVENUE SECURITIES LLC (BINGHAM FARMS MI)
MI
04/24/2008 - 09/24/2008
SIGNATOR INVESTORS, INC. (TROY MI)
IA
Issued 01/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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