Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Usborne is a financial professional with over 47 years of experience in the industry. Charles is currently registered with Park Avenue Securities LLC and provides financial planning and portfolio management services for individuals and families. Charles also provides financial planning services to charitable organizations and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NC
05/24/2001 - Present
Park Avenue Securities LLC (Greensboro NC)
NY
06/28/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
02/05/1979 - 04/24/1991
G. R. PHELPS & CO., INC.
NA
04/23/1976 - 04/16/1977
CORNERSTONE FINANCIAL SERVICES, INC.
NA
10/02/1974 - 05/17/1976
PML SECURITIES COMPANY
NA
09/19/1973 - 08/05/1974
INDUSTRY SAVINGS PLANS, INC.
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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