Unclaimed
Charles Joseph Boulier is a financial professional registered with FINRA and has been in the industry since March 29, 2018. Charles is currently employed by Starwood Capital, LLC. Charles is a Series 28, Series 99TO and Series SIE licensed professional.
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.
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.
1
2
CT
03/30/2018 - Present
Starwood Capital, LLC (GREENWICH CT)
BC
Issued 03/30/2018
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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