Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ouimette is a financial professional with over 30 years of experience in the industry. Charles currently works at Packerland Brokerage Services, Inc. and holds licenses in multiple states including Minnesota, Montana, Utah, Virginia, and Wisconsin. Charles has been registered as an investment advisor representative since 1995 and has passed multiple industry exams including the Series 6, Series 7, and Series 63. Charles is based in Wausau, WI.
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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WI
01/01/2025 - Present
Packerland Brokerage Services, Inc. (WAUSAU WI)
MN
08/01/2001 - 01/18/2006
CRI SECURITIES, LLC (ST. PAUL MN)
MN
07/29/1992 - 01/18/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
01/10/1995 - 04/21/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
09/23/1991 - 07/29/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 05/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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