Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Giardina has been in the financial industry since March 18, 1993, working as an independent insurance agent for multiple companies and organizations. Charles is currently registered with MML Investors Services, LLC and has worked with them since March 25, 2017. Charles has been registered with several states including Colorado, Florida and Louisiana. Charles holds the Securities Industry Essentials (SIE) and Series 6 licenses. Charles works with individuals, corporations, trusts, foundations, endowments, charitable organizations, insurance companies and pension and profit sharing plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
03/25/2017 - Present
MML Investors Services, LLC (NEW ORLEANS LA)
LA
03/19/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
03/19/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (METAIRIE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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