Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bond is a financial advisor who has been in the industry since 1984. Charles has a strong background in both insurance and investment advising, having worked for multiple firms including Waddell & Reed, Transamerica Financial Advisors, Inc, Signator Investors, Inc., and now with Osaic Wealth, Inc. Charles has a wide range of experience, specializing in financial planning, portfolio management for both individuals and businesses, and pension consulting. Charles is a Certified Financial Planner and holds the Series 7 and Series 63 licenses.
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.
1
2
CA
11/02/2018 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WALNUT CREEK CA)
CA
03/10/1992 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
KS
08/21/1984 - 03/27/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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