Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joseph Cash is an Investment Advisor Representative at Avantax Advisory Services. Charles has been in the financial services industry for over 27 years. Charles is registered in Florida as an Investment Advisor Representative. Charles also holds Series 7, 63 and 65 licenses and the SIE exam. In addition to his financial services experience, Charles also has experience in real estate, horse boarding, and tax preparation.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
08/30/2024 - Present
Avantax Advisory Services (PORT CHARLOTTE FL)
MA
09/24/1999 - 04/02/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
07/10/1996 - 10/21/1999
BUELOW INVESTMENT SERVICES, INC. (CHARLOTTE HARBOR FL)
IA
Issued 08/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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