Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Aguillard is a financial professional with over 20 years of experience in the financial services industry. Charles is registered with Lifemark Securities Corp., based in Rochester, NY. Charles has also been an independent insurance agent since 2010. Charles's areas of expertise include financial planning, portfolio management for individuals and selection of other advisors. Charles is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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LA
07/12/2016 - Present
Lifemark Securities Corp. (EUNICE LA)
LA
12/10/2009 - 04/02/2012
ALLSTATE FINANCIAL SERVICES, LLC (EUNICE LA)
LA
05/04/2000 - 10/02/2009
VALIC FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
TX
05/04/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MO
01/22/1998 - 05/01/2000
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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