Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kolias is a financial advisor with Confluence Financial Partners and has been working in the industry for over 30 years. Charles has worked with Wells Fargo Advisors, LLC, Raymond James Financial Services, Inc., and A. G. Edwards & Sons, Inc. Charles specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Charles is registered with the state of Florida, Pennsylvania, and Texas.
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.
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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2
PA
10/29/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
05/26/2016 - 07/12/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (SEWICKLEY PA)
PA
01/01/2008 - 05/27/2016
WELLS FARGO ADVISORS, LLC (SEWICKLEY PA)
PA
02/12/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEWICKLEY PA)
NY
05/06/1992 - 01/22/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 02/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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