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 Roberts is a financial advisor with over 20 years of experience in the financial services industry. Charles is registered with Founders Financial Securities LLC and offers a variety of financial services to individuals, families, businesses, and non-profits. These services include financial planning, portfolio management, and pension consulting. Charles is a Certified Financial Planner and holds several securities licenses, including Series 6, 7, and 63. Charles was previously employed with Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Waddell & Reed, Inc., and Citistreet Advisors LLC. Charles's primary office is located at 53 Stiles Road, Unit A103 in Salem, New Hampshire.
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.
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.
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2
NH
11/26/2013 - Present
Founders Financial Securities LLC (Salem NH)
MA
02/04/2011 - 12/02/2013
PURSHE KAPLAN STERLING INVESTMENTS (NORTH ANDOVER MA)
MA
02/13/2004 - 02/07/2011
COMMONWEALTH FINANCIAL NETWORK (NORTH ANDOVER MA)
KS
01/23/2003 - 02/18/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
CT
09/04/2002 - 01/21/2003
CITISTREET ADVISORS LLC (WINDSOR CT)
IA
Issued 12/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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