Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Paviolitis is a financial advisor with over 20 years of experience in the financial services industry. Charles is currently registered with Macquarie Investment Management Business Trust, based in Philadelphia, Pennsylvania. Charles is a Series 6, 7, 63, and 65 licensed advisor. Charles specializes in providing investment advice to businesses, individuals, and pooled investment vehicles. Charles has experience working with a wide variety of clients, including high-net-worth individuals, corporations, insurance companies, and investment companies. Charles has also worked with clients in a number of states, including Florida and Pennsylvania.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
08/01/2006 - 12/17/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CA
09/10/2003 - 04/18/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
06/14/2002 - 07/17/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IL
08/06/1997 - 05/08/2002
NIKE SECURITIES L.P. (WHEATON IL)
IA
Issued 09/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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