Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edward Donalies is a financial advisor with Donalies Financial Planning, LLC. Charles is a Certified Financial Planner and has been working in the industry since 2012. Charles is currently registered as an Investment Advisor Representative in Virginia, with pending applications in Maryland and the District of Columbia. Charles has been providing financial advice to individuals, primarily high net worth individuals. Charles specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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DC
12/13/2023 - Present
Donalies Financial Planning, LLC (WASHINGTON DC)
IA
Issued 01/15/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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