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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Osborne is a financial advisor with AssuredPartners Investment Advisors, LLC. Charles has been in the financial industry for over 25 years. Charles is a registered investment advisor in Georgia and Texas. Charles has a Series 6, Series 7, Series 63, and Series 65. Charles has experience working with high net worth individuals, corporations, and individuals other than high net worth individuals. Charles provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
FL
05/16/2024 - Present
Assuredpartners Investment Advisors (TAMPA FL)
IL
01/13/2004 - 12/31/2005
IRON CAPITAL MARKETS, INC. (CHICAGO IL)
GA
06/30/2000 - 01/17/2003
INVESCO SERVICES, INC. (ATLANTA GA)
CT
06/19/1998 - 06/05/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
05/24/1995 - 02/06/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MD
01/27/1995 - 05/18/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
VT
03/19/1993 - 02/01/1995
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 03/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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