Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edd Holder is an investment advisor representative with Global Retirement Partners LLC. Charles has been in the financial services industry for over 30 years. Prior to joining Global Retirement Partners, Charles was affiliated with LPL Financial LLC, NRP Financial, Inc. and Valmark Securities, Inc. Charles is registered with the state of Florida. Charles offers a variety of investment advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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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FL
01/09/2025 - Present
Global Retirement Partners LLC (TAVARES FL)
FL
11/30/2010 - 12/12/2018
LPL FINANCIAL LLC (TAVARES FL)
FL
11/30/2007 - 11/30/2010
NRP FINANCIAL, INC. (TAVARES FL)
FL
11/12/1997 - 12/11/2007
VALMARK SECURITIES, INC. (MT. DORA FL)
FL
08/08/1989 - 11/11/1997
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
NY
11/12/1974 - 08/21/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
CT
06/19/1983 - 08/14/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 12/28/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1974
Series 1 - Registered Representative Examination
Active
Inactive
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