Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Fox Steege is a financial advisor who has been in the industry for over 30 years. He currently works for Savant Wealth Management and is a Certified Financial Planner. He has a wide range of experience in financial planning, portfolio management and investment advisory services. Charles Fox Steege has worked with various financial firms over the years, including Waddell & Reed, Inc., FSC Securities Corporation, Keogler, Morgan & Company, Inc., IFG Network Securities, Inc., Triad Advisors, Inc. and Savant Wealth Management.
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
PA
11/02/2022 - Present
Savant Wealth Management (Doylestown PA)
PA
04/02/2001 - 12/31/2005
TRIAD ADVISORS, INC. (DOYLESTOWN PA)
GA
01/23/1997 - 04/02/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
07/07/1992 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
GA
08/30/1991 - 07/16/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
02/23/1989 - 08/30/1991
MARSHALL EQUITIES, INC.
NA
05/23/1985 - 02/23/1989
WADDELL & REED, INC.
BC
Issued 05/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/08/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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