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 Maraggia is a financial professional with Dominion Portfolio Management, Inc. based in Carthage, Texas. Charles has been in the industry for over 2 years and holds the Series 63, Series 65 and Series 6TO licenses. Charles has experience with Dominion Investor Services, Inc. in Carthage, Texas and with Calton & Associates, Inc. in Carthage, Texas. Charles is also a registered Investment Advisor Representative in the state of Texas and has extensive experience working with individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/02/2021 - Present
Dominion Portfolio Management, Inc. (CARTHAGE TX)
TX
02/05/2021 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (CARTHAGE TX)
IA
Issued 08/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Charles Maraggia is the right advisor for you? Invested Better is here to help.
