Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Demaree is a financial advisor at Osaic Wealth, Inc., based in Centerville, OH. Charles has been in the financial industry since 1977. Charles is registered with the following securities authorities: FINRA and 31 state securities authorities. Charles has also passed the Series 65, Series 63, Series 51, Series 26, Series 6TO, Series 22TO, SIE and Series 1 exams. Charles offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Charles has worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Charles has a history of working with individuals, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (CENTERVILLE OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CENTERVILLE OH)
OH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (CENTERVILLE OH)
TX
02/01/1977 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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