Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cecil Bartler is a financial professional with over 45 years of experience in the financial services industry. Charles is currently registered with Osaic Wealth, Inc. and has previously been affiliated with Securities America, Inc., Investment Advisors & Consultants, Inc., Cardell & Associates, Incorporated, IDS/American Express Inc., IDS Marketing Corporation, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Charles holds several industry licenses and designations, including Series 6, 7, 22, 24, 26, 62, 63, 99, and SIE, as well as the Chartered Financial Consultant designation. Charles provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Bonita Springs FL)
FL
11/30/2006 - 06/14/2024
SECURITIES AMERICA, INC. (Bonita Springs FL)
PA
06/30/1986 - 12/01/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (PHILADELPHIA PA)
NA
04/25/1984 - 07/07/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
09/21/1982 - 05/09/1984
IDS/AMERICAN EXPRESS INC.
NA
01/25/1982 - 05/09/1984
IDS MARKETING CORPORATION
NA
09/01/1977 - 03/05/1982
JOHN HANCOCK DISTRIBUTORS, INC.
NA
09/01/1977 - 01/30/1982
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/03/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/22/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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