Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Sloan is a financial advisor with Oak Family Advisors, LLC. Charles is a Chartered Financial Analyst (CFA) and holds Series 7 and Series 63 licenses. Charles has experience in the financial services industry since 2001. Charles has worked for Holland Capital Management, L.P., HCM Investments, Inc., Mid-Continent Capital, and Forward Health Group. Charles is currently registered with the state of Illinois. Oak Family Advisors, LLC is an investment advisor with offices in Chicago, Illinois. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
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.
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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IL
04/08/2016 - Present
OAK Family Advisors, LLC (CHICAGO IL)
IL
05/15/2003 - 04/29/2005
HOLLAND CAPITAL MANAGEMENT, L.P. (CHICAGO IL)
IL
02/14/2001 - 06/01/2001
HCM INVESTMENTS, INC. (CHICAGO IL)
BC
Issued 02/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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