Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Elmer Sorensen is an investment advisor representative associated with Diversify Advisory Services, LLC. Charles has been in the financial industry since 1999. His firm specializes in financial planning, selecting other advisers, and portfolio management for businesses and individuals. Charles is registered as an investment advisor in Utah and Arizona. He has passed the Series 7TO, Series 63, Series 65, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
02/18/2021 - 11/10/2022
DFPG INVESTMENTS, LLC (Logan UT)
UT
05/19/2014 - 04/05/2019
ALLEGIS INVESTMENT SERVICES, LLC (North Logan UT)
UT
07/29/2010 - 06/30/2014
SIGNATOR FINANCIAL SERVICES, INC. (NORTH LOGAN UT)
UT
07/23/2007 - 07/30/2010
INSPHERE SECURITIES, INC. (NORTH LOGAN UT)
UT
03/06/2003 - 08/09/2007
EQUITY SERVICES, INC. (LOGAN UT)
NE
07/26/1999 - 01/31/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 03/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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