Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ernest Proutey has been working in the financial services industry since 1995. He is currently registered with Osaic Wealth, Inc. in Roanoke, Virginia and has previous experience with Securities America, Inc., Investcorp, Inc., SII Investments, Inc., Next Financial Group, Inc., Financial Network Investment Corporation and Mutual of Omaha Investor Services, Inc. Charles Ernest Proutey specializes in providing financial planning, pension consulting, and educational seminars. He also provides portfolio management for individuals and businesses.
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.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (ROANOKE VA)
VA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ROANOKE VA)
VA
08/22/2014 - 07/17/2020
INVESTACORP, INC. (ROANOKE VA)
VA
07/01/2010 - 08/25/2014
SII INVESTMENTS, INC. (ROANOKE VA)
VA
07/29/2002 - 07/02/2010
NEXT FINANCIAL GROUP, INC. (ROANOKE VA)
CA
07/13/2001 - 07/29/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NE
09/29/1995 - 07/18/2001
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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