Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Isasi is a financial advisor with Truist Advisory Services, Inc. Charles has been in the financial services industry since 1995 and is registered in 26 states and 2 provinces. Charles has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Charles’ current firm, Truist Advisory Services, Inc. offers a variety of services, including financial planning, investment management, and wealth management. Charles is committed to helping his clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
09/19/2019 - Present
Truist Advisory Services, Inc. (PORT ORANGE FL)
AL
01/03/2008 - 03/07/2008
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
FL
04/19/2007 - 01/14/2008
AIG RETIREMENT ADVISORS, INC. (ORLANDO FL)
FL
04/18/2006 - 04/26/2007
H.D. VEST INVESTMENT SERVICES (PORT ORANGE FL)
FL
02/13/2007 - 02/15/2007
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
AL
08/30/2004 - 04/04/2006
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
03/07/2001 - 08/30/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NE
02/12/2001 - 03/05/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NJ
10/13/1999 - 08/04/2000
RYAN, BECK & CO. (FLORHAM PARK NJ)
NC
07/30/1998 - 10/15/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
06/03/1998 - 07/20/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
09/02/1997 - 01/20/1998
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
01/11/1995 - 09/03/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 8/14/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 1/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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