Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Downey is a registered investment advisor with Centaurus Financial, Inc. based in Marlborough, MA. Charles has been in the financial services industry since March 31, 2001. Charles has been associated with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Veravest Investments, Inc. in the past. Charles is licensed in Florida and Massachusetts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MA
10/23/2018 - Present
Centaurus Financial, Inc. (MARLBOROUGH MA)
IN
01/08/2004 - 04/30/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
01/08/2004 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WALTHAM MA)
MA
03/02/2001 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 03/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Downey is the right advisor for you? Invested Better is here to help.
