Unclaimed
Charles Hammer is a financial advisor with Osaic Wealth, Inc. Charles has over 40 years of experience in the financial services industry. Charles specializes in providing financial planning and investment advice to individuals, families, and businesses. Charles has been registered with the Financial Industry Regulatory Authority (FINRA) since 1981. Charles has a strong track record of providing excellent service to his clients. Charles has a wide range of experience in the financial services industry, including investments, retirement planning, estate planning, and insurance. Charles is committed to helping his clients achieve their financial goals.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (ALEXANDRIA MN)
MN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (VILLARD MN)
MN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (VILLARD MN)
TX
01/07/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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