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Charles Edward Booms

American Portfolios Financial Services, Inc.

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About Charles Edward Booms

Charles Booms is a financial advisor located in Boardman, Ohio. Charles has been in the financial industry since 1983. Charles is currently registered with American Portfolios Financial Services, Inc. and has previously been registered with SA Stone Wealth Management Inc., WRP Investments, Inc., The O.N. Equity Sales Company, MML Investors Services, Inc., Guardian Investor Services Corporation, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Charles holds the Series 6 and SIE licenses.

Firm Information

Charles Booms is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Charles Booms’s Registration & Firm History

OH

02/07/2018 - Present

American Portfolios Financial Services, Inc. (Boardman OH)

OH

09/12/2014 - 02/12/2018

SA STONE WEALTH MANAGEMENT INC. (BOARDMAN OH)

OH

01/16/2003 - 09/12/2014

WRP INVESTMENTS, INC. (BOARDMAN OH)

OH

11/17/1997 - 01/22/2003

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

MA

01/23/1997 - 12/08/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

01/18/1993 - 01/23/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MA

11/16/1983 - 01/04/1993

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

11/16/1983 - 01/04/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Edward Booms.
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