linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Bosanac

Global Wealth Management Investment Advisory, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Bosanac

Charles Bosanac is an investment advisor representative registered with Global Wealth Management Investment Advisory, Inc. Charles's primary office location is in Fort Lauderdale, Florida. Charles is registered with the state of Florida. Charles has been an Investment Advisor Representative for one year. Charles has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Charles has a specialization in Fixed Annuities, Variable Annuities, Mutual Funds, ETF's and UIT's. Prior to joining Global Wealth Management Investment Advisory, Inc., Charles had experience in customer service, food service, and management.

Firm Information

Charles Bosanac is currently registered with Global Wealth Management Investment Advisory, Inc.. Global Wealth Management Investment Advisory, Inc. is a registered investment advisor based in Fort Lauderdale, FL. With a team of 12 licensed professionals, they offer financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. They manage approximately $422 million in assets for 3,051 clients, including high net worth individuals and other individuals.
Global Wealth Management Investment Advisory, Inc.

1301 EAST BROWARD BLVD

FORT LAUDERDALE, FL 33301

$422.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Bosanac’s Registration & Firm History

FL

08/31/2022 - Present

Global Wealth Management Investment Advisory, Inc. (FORT LAUDERDALE FL)

Not sure if Charles Bosanac is right for you?

Licenses & Designations

IA

Issued 08/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Bosanac.
Not sure if Charles Bosanac is right for you?