Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Martin Bloom is a registered investment advisor representative with Centaurus Financial, Inc. in Santa Barbara, CA. Charles has been in the industry since 1981.
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.
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2
CA
08/21/2003 - Present
Centaurus Financial, Inc. (SANTA BARBARA CA)
CA
02/06/2002 - 06/18/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/14/1994 - 01/24/2002
SANTA BARBARA SECURITIES, INC. (SANTA BARBARA CA)
NJ
05/14/1990 - 01/31/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/11/1988 - 06/06/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/05/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
07/07/1983 - 02/14/1985
DEAN WITTER REYNOLDS INC.
NA
12/29/1980 - 07/29/1983
E. F. HUTTON & COMPANY INC
IA
Issued 06/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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