Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Markwalter is a financial advisor with Montag & Caldwell, LLC and Advocacy Wealth Management, LLC. Charles holds the Series 6 and Series 63 licenses. Charles has been in the financial industry since 2005. Charles specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Charles is also a Chartered Financial Analyst.
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.
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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GA
10/30/2003 - Present
Montag & Caldwell, LLC (ATLANTA GA)
GA
11/16/2005 - 12/31/2006
ASTON FUNDS DISTRIBUTORS, INC. (ATLANTA GA)
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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