Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Arbeiter is a financial advisor with Osaic Wealth, Inc. Charles has been in the financial services industry for over 38 years. Charles's experience is varied and extensive, having worked with a number of financial firms including FSC Securities Corporation, QA3 Financial Corp., and Financial Network Investment Corporation. Charles has a wide range of experience including working with individuals, businesses, and retirement plans. Charles holds Series 6, 7, 22, 24, 51, and 63 licenses as well as the SIE certification. Charles is also a Certified Financial Planner.
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
SD
11/03/2023 - Present
Osaic Wealth, Inc. (RAPID CITY SD)
SD
02/11/2011 - 11/03/2023
FSC SECURITIES CORPORATION (RAPID CITY SD)
SD
06/14/2007 - 02/11/2011
QA3 FINANCIAL CORP. (RAPID CITY SD)
SD
05/20/1997 - 04/19/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (RAPID CITY SD)
MN
04/25/1985 - 06/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/25/1985 - 06/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/25/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
11/26/1984 - 04/16/1985
WADDELL & REED, INC.
IA
Issued 06/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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