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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 Pastor is an investment advisor representative with Intellicents Investment Solutions Inc. and holds a Series 65 license. Charles is a Certified Financial Planner and has experience in various areas including portfolio management for individuals and businesses, financial planning, and pension consulting. Charles has been in the industry since 2021 and has experience with clients of all types, including high net worth individuals and pension and profit-sharing plans. Charles is registered in Colorado and Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CO
12/08/2022 - Present
Intellicents Investment Solutions Inc. (Golden CO)
IA
Issued 01/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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