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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Trakas is an investment advisor representative with Redwood Private Wealth, based in Middletown, DE. Charles Trakas has been in the industry since 1998 and holds a Series 6 and a Series 63 license. Charles Trakas was previously employed by Princor Financial Services Corporation, Equity Services, Inc., PNC Brokerage Corp, and New England Securities. Charles Trakas has a strong track record of providing investment advice to individuals and corporations. Charles Trakas specializes in financial planning, pension consulting, and educational seminars. Charles Trakas also provides portfolio management services for individuals and businesses. Charles Trakas is a trusted advisor with a deep understanding of the financial markets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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DE
07/06/2021 - Present
Redwood Private Wealth (MIDDLETOWN DE)
DE
12/05/2006 - 09/20/2012
PRINCOR FINANCIAL SERVICES CORPORATION (WILMINGTON DE)
DE
03/19/2001 - 12/14/2006
EQUITY SERVICES, INC. (CHRISTINA DE)
PA
09/12/2000 - 02/16/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
03/19/1998 - 09/01/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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