Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Breschi is a financial advisor with over 20 years of experience in the industry. Charles currently works with Global Retirement Partners LLC and is registered to provide investment advisory services in Delaware, Georgia, Indiana, Maryland, North Carolina, Pennsylvania, and Virginia. Charles offers financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Charles holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Charles has been registered with MML Investors Services, LLC in the past. Prior to joining Global Retirement Partners LLC, Charles was employed with LPL Financial LLC. Charles is also registered with FINRA and the SEC.
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.
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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CA
09/08/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MD
08/24/2001 - 09/01/2023
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
IA
Issued 10/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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