Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Walker is a financial advisor with over 40 years of experience in the industry. Charles is a CERTIFIED FINANCIAL PLANNER™ professional and has a broad range of experience in financial planning and investment management. Charles is currently registered with Osaic Wealth, Inc. and has offices in Denver, CO and Trinity, FL. Charles previously worked with Securities America, Inc., Investcorp, Inc., First Southeastern Securities Group, Incorporated, A.G. Edwards & Sons, Inc., and Goldome Securities, Inc.
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.
1
2
CO
06/14/2024 - Present
Osaic Wealth, Inc. (Denver CO)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (TRINITY FL)
FL
07/25/2000 - 07/17/2020
INVESTACORP, INC. (TRINITY FL)
FL
01/19/1993 - 07/25/2000
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
MO
04/25/1984 - 11/24/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
08/24/1983 - 02/06/1985
GOLDOME SECURITIES, INC.
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1996
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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