Unclaimed
Charles David Rose is a financial professional licensed in Vermont and New Hampshire. Charles is associated with Horace Mann Investors, Inc. in Rutland, VT and has been in the industry since January 30, 2019. Charles holds the Series 6TO and Series 63 licenses. Charles's specialties include providing financial advice to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets under third party investment management
1
2
VT
01/31/2019 - Present
Horace Mann Investors, Inc. (Rutland VT)
BC
Issued 04/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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