Unclaimed
Charles Hynson Warner is a financial professional with over two decades of experience in the financial services industry. Charles is registered with Genter Capital Management and Genter Advisors LLC in California. Charles has previously worked with Quasar Distributors, LLC and First Fund Distributors, Inc. Charles holds the Series 7, Series 63, and Series 65 securities 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers.
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.
A percentage of the total value of assets under management is charged.
One time initial set-up fee of $250
1
2
CA
09/07/2000 - Present
Genter Capital Management (LOS ANGELES CA)
ME
10/04/2001 - 10/02/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
08/30/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Charles Warner is the right advisor for you? Invested Better is here to help.