Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Fowler is a financial advisor with over 20 years of experience in the financial services industry. Charles is currently registered with Mariner Wealth Advisors and has been with the firm since August 2015. Prior to joining Mariner Wealth, Charles was employed by Atlantic Trust Investment Advisors Inc. Charles has a strong background in financial planning, portfolio management, and investment advisory services. Charles has a demonstrated ability to provide clients with personalized financial advice and strategies tailored to their specific needs. Charles is also a Certified Financial Planner™ and 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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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CA
01/06/2021 - Present
Mariner Wealth (SAN DIEGO CA)
CA
02/24/2014 - 01/17/2015
CIBC WORLD MARKETS CORP. (NEWPORT BEACH CA)
CA
02/03/2010 - 07/26/2013
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
CA
05/23/2002 - 01/25/2010
CHARLES SCHWAB & CO., INC. (SAN DIEGO CA)
NY
10/11/2000 - 05/10/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
01/17/2000 - 10/09/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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