Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wild is an investment advisor representative registered with Osaic Wealth, Inc., and has been in the industry since 2002. Charles has worked with numerous firms, including LPL Financial LLC, Invest Financial Corporation, Summit Equities, Inc., Transamerica Financial Advisors, Inc, and Jefferson Pilot Securities Corporation. Charles is a Certified Financial Planner. Charles Wild specializes in a wide range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Charles is registered in 32 states, including Connecticut, Florida, Georgia, Maryland, New Jersey, North Carolina, and South Carolina.
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
CT
07/22/2019 - Present
Osaic Wealth, Inc. (OLD GREENWICH CT)
CT
02/14/2018 - 06/17/2019
LPL FINANCIAL LLC (NORWALK CT)
CT
10/19/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORWALK CT)
NJ
05/10/2010 - 10/19/2010
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
CT
09/04/2009 - 04/28/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (DANBURY CT)
CT
04/17/2008 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (DANBURY CT)
NJ
01/10/2008 - 04/01/2008
JEFFERSON PILOT SECURITIES CORPORATION (OAKLAND NJ)
NY
10/16/2001 - 10/17/2007
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
IA
Issued 6/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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