Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Sirianni is a financial advisor with Osaic Wealth, Inc. with over 35 years of experience in the industry. Charles has a strong background in various financial markets and holds multiple licenses and certifications. Charles is a dedicated professional who strives to provide personalized financial advice and guidance to individuals and families in the Niagara Falls area.
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.
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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NY
09/01/2023 - Present
Osaic Wealth, Inc. (NIAGARA FALLS NY)
NY
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NIAGARA FALLS NY)
AZ
06/30/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
01/08/1990 - 06/07/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
03/29/1988 - 12/05/1989
SECO WEST LIMITED (WILLIAMSVILLE NY)
TX
11/05/1987 - 07/29/1989
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/02/1999
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 12/27/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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