Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edmund Fitzgerald III is a financial advisor with Moisand Fitzgerald Tamayo, LLC, registered with the state of Florida. Charles is a Certified Financial Planner™ and has been in the industry since 1996. Prior to joining Moisand Fitzgerald Tamayo, LLC, Charles worked at CFG Securities Corp. and Transam Securities, Inc. Charles has a Series 6, Series 22 and Series 63 license and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Charles has been a volunteer president and board director of Millers Cove Homeowners Association since January 2024. The firm, Moisand Fitzgerald Tamayo, LLC, provides financial planning, portfolio management for individuals and businesses, and pension consulting services. The firm has $1,028,555,365 in regulatory assets under 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.
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
05/17/1999 - Present
Moisand Fitzgerald Tamayo, LLC (Orlando FL)
CA
11/20/1998 - 07/20/1999
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
FL
06/05/1996 - 11/28/1998
CFG SECURITIES CORP. (LONGWOOD FL)
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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