Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mcclard Porter is a financial advisor with over 20 years of experience. Charles is registered with Osaic Wealth, Inc., a firm that offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Prior to joining Osaic Wealth, Inc., Charles worked at Securities America, Inc. and 1st Global Capital Corp. Charles is a certified public accountant (CPA) and a personal financial specialist (PFS). Charles is also a registered investment advisor representative (IAR). Charles holds Series 7, 22TO, 52TO and 66 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.
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2
TN
06/14/2024 - Present
Osaic Wealth, Inc. (Gallatin TN)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Gallatin TN)
TN
07/13/2012 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Gallatin TN)
TN
02/11/2011 - 07/13/2012
1ST GLOBAL CAPITAL CORP. (GALLATIN TN)
TN
06/07/2001 - 03/10/2011
PROEQUITIES, INC. (HENDERSONVILLE TN)
NY
05/10/2000 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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