Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Christian is an Investment Advisor Representative and has been in the industry since October 1986. Charles is currently registered with Silver Oak Securities, Inc., and has been with the firm since February 2012. Charles has also worked with ING Financial Partners, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, Integrated Resources Equity Corporation, and SMA Equities, Inc. Charles is a Certified Financial Planner and holds a Series 6, Series 7, and Series 63 license. He is also registered in Louisiana and Texas. Charles specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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
LA
01/29/2021 - Present
Silver OAK Securities, Inc. (MADISONVILLE LA)
LA
07/18/2005 - 02/08/2012
ING FINANCIAL PARTNERS, INC. (MADISONVILLE LA)
NY
05/03/1999 - 07/20/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CT
06/24/2005 - 06/24/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
12/09/1988 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/13/1987 - 12/17/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/07/1986 - 12/07/1987
SMA EQUITIES, INC.
BC
Issued 12/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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