Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gebhardt is an experienced financial professional with a career spanning over five decades. Charles has a strong track record of success in the industry, holding multiple licenses and registrations, including Series 7, Series 63, and Series 24. Currently, Charles is a registered representative at Osaic Wealth, Inc., where Charles provides comprehensive financial advice and portfolio management services. Prior to joining Osaic Wealth, Inc., Charles has held positions at several other firms, including Integrated Resources Equity Corporation and ReliaStar Financial Marketing Corp. Charles specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Charles has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
11/19/1989 - Present
Osaic Wealth, Inc. (SILVER SPRING MD)
NA
01/14/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/17/1973 - 01/06/1982
RELIASTAR FINANCIAL MARKETING CORP.
NA
07/14/1971 - 11/18/1973
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
09/06/1968 - 11/18/1973
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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