Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Patrick Boniface is a financial advisor with Avantax Advisory Services. Charles has over 25 years of experience in the financial services industry. Charles is a Certified Financial Planner™ professional and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Charles specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
12/23/2015 - Present
Avantax Advisory Services (Parsippany NJ)
NJ
12/14/2012 - 01/13/2016
SANTANDER SECURITIES LLC (LIVINGSTON NJ)
NJ
10/14/2002 - 03/05/2012
WELLS FARGO ADVISORS, LLC (WESTFIELD NJ)
NY
11/12/1996 - 06/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/06/1995 - 11/05/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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