Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gregory Burmaster is a registered representative with CS Planning Corp. in Portland, Oregon. Charles has been in the financial industry since 2019. Charles holds the Series 66, Series 7TO and the SIE licenses and has experience with CADARET, GRANT & CO., INC. Charles is also registered in New York and Texas and has experience with Master Planners & Associates. Charles is a former professional hockey player.
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.
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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NY
09/02/2022 - Present
CS Planning Corp. (New Hartford NY)
NY
08/21/2019 - 09/06/2022
CADARET, GRANT & CO., INC. (NEW HARTFORD NY)
BOTH
Issued 05/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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