Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gerald Simon is a financial professional with over 30 years of experience. Charles is currently registered with Advisory Services Network, LLC and has been with the firm since August of 2022. He is a Registered Investment Advisor and has a Series 65 license. Charles has also previously been registered with First Independent Financial Services, Inc., Mutual Service Corporation, Titan/Value Equities Group, Inc., Royal Alliance Associates, Inc., John Hancock Mutual Life Insurance Company, Integrated Resources Equity Corporation, Lowry Financial Services Corporation, Home Life Insurance Company, W. S. Griffith & Co., Inc., Cardell & Associates, Incorporated, Ogilvie & Taylor Securities Corporation, and Investors Brokerage Services, Inc. Charles has a strong background in providing financial advice to individuals, high-net-worth individuals, and corporations. Charles provides financial planning, selection of other advisors, and portfolio management services.
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.
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.
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2
GA
09/06/2022 - Present
Advisory Services Network (ATLANTA GA)
LA
01/19/2006 - 12/31/2010
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (COVINGTON LA)
MA
03/31/1999 - 12/31/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
04/24/1998 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
11/19/1989 - 03/02/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
06/21/1982 - 06/27/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
04/23/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/28/1984 - 03/24/1987
LOWRY FINANCIAL SERVICES CORPORATION
NA
02/20/1974 - 02/13/1987
HOME LIFE INSURANCE COMPANY
NA
07/12/1982 - 02/06/1987
W. S. GRIFFITH & CO., INC.
NA
01/13/1984 - 08/06/1984
CARDELL & ASSOCIATES, INCORPORATED
NA
10/03/1983 - 02/13/1984
OGILVIE & TAYLOR SECURITIES CORPORATION
NA
07/02/1982 - 09/21/1983
INVESTORS BROKERAGE SERVICES, INC.
IA
Issued 02/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1984
Series 24 - General Securities Principal Examination
BC
Issued 02/13/1974
Series 1 - Registered Representative Examination
Active
Inactive
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