Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dear is a financial advisor with over 30 years of experience in the financial services industry. Charles is registered with Cambridge Investment Research Advisors, Inc. and Riverside Financial Group, LLC. He is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. Charles holds Series 6, 7, 24, 26, 63 and 65 licenses and has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. He is committed to providing clients with the highest level of service and helping them make informed decisions about their financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
10/21/2020 - Present
Cambridge Investment Research Advisors, Inc. (RIVERSIDE CT)
MA
03/04/1992 - 11/12/2002
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CA
08/15/1990 - 03/04/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NJ
12/10/1982 - 07/05/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/19/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1991
Series 24 - General Securities Principal Examination
BC
Issued 07/22/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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