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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Madden is an investment advisor representative with Onedigital Investment Advisors. Charles is licensed in Ohio. Charles has been in the industry for 20 years and has a background in financial planning and portfolio management. Charles has experience working with individuals, families, businesses, and retirement plans. Charles has a strong understanding of the investment industry and is committed to providing his clients with personalized advice and service. Charles is also a registered representative with the Financial Industry Regulatory Authority (FINRA).
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
06/27/2024 - Present
Onedigital Investment Advisors (Medina OH)
OH
04/30/2019 - 07/06/2023
THE HUNTINGTON INVESTMENT COMPANY (AKRON OH)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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