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 Majors is a financial advisor with Arete Wealth Advisors, LLC, specializing in investment advice for individuals, businesses, and pension plans. Charles has been in the industry since 1996 and has held registrations with several firms, including Center Street Securities, Inc., PlanMember Securities Corporation, Sammons Securities Company, LLC, Walnut Street Securities, Inc., and NYLife Securities Inc. Charles is a registered investment advisor and holds Series 6, 7, 63, and 65 licenses.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
04/18/2023 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
FL
01/03/2019 - 11/30/2023
CENTER STREET SECURITIES, INC. (DEFUNIAK SPRINGS FL)
FL
03/13/2008 - 12/31/2018
PLANMEMBER SECURITIES CORPORATION (DEFUNIAK SPRINGS FL)
FL
02/09/2002 - 03/14/2008
SAMMONS SECURITIES COMPANY, LLC (DE FUNIAK SPRING FL)
CA
02/17/2000 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/12/1996 - 02/24/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Majors is the right advisor for you? Invested Better is here to help.
