Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Davenport is an investment advisor representative at Osaic FA, Inc., with over 19 years of experience in the financial services industry. Charles specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Charles is also a licensed insurance agent for Go Strategic Advisory PLLC, where he offers a variety of insurance products. Charles holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner and Chartered Financial Consultant.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
TX
01/23/2018 - Present
Osaic FA, Inc. (AUSTIN TX)
TX
02/13/2009 - 06/26/2009
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
TX
02/21/2007 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
09/30/2004 - 01/11/2007
LAIDLAW & COMPANY (UK) LTD. (AUSTIN TX)
NY
08/19/2004 - 10/29/2004
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 05/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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