Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Francis Boagni is a financial advisor with LPL Financial LLC. Charles is also a Registered Representative. Charles has been in the industry since February 10, 2002. Charles is registered to provide securities services in Alabama, Louisiana, Mississippi, Oklahoma, and Texas. Charles is also registered to provide investment advisory services in Louisiana and Texas. Charles is licensed to sell insurance products and also owns and operates several real estate rental properties.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
02/09/2018 - Present
LPL Financial LLC (OPELOUSAS LA)
LA
07/06/2005 - 11/30/2009
CHASE INVESTMENT SERVICES CORP. (OPELOUSAS LA)
IL
11/17/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
02/05/2002 - 08/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/13/2001 - 10/17/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/08/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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