Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Garabedian is an investment advisor representative who has been working in the financial industry since 1993. Charles is currently registered with Beaumont Financial Partners, LLC and has a total of 14 years of experience at that firm. Charles is also registered as an investment advisor representative in Massachusetts and Texas. Prior to Beaumont Financial Partners, LLC, Charles worked for Fidelity Brokerage Services LLC, Fidelity Brokerage Services, INC. and Fidelity Distributors Corporation. Charles has a Series 6, 7, 9, 10, 63 and 65 license.
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.
Credit and cash management solutions; and insurance solutions
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
MA
11/14/2022 - Present
Beaumont Financial Partners (NEEDHAM MA)
MA
07/11/2002 - 03/13/2007
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
RI
10/07/1993 - 05/26/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
07/14/1993 - 10/05/1993
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BC
Issued 02/07/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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