Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Landry is an investment advisor representative at Singer Wealth Advisors LLC. Charles is registered with the state of Florida. Charles has been in the industry since 2021 and is a Series 65 licensed holder. Charles is a specialist in investment advisory services, financial planning, and pension consulting.
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.
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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FL
08/04/2022 - Present
Singer Wealth Advisors LLC (BOCA RATON FL)
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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