Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles R. Green is a financial advisor with over 35 years of experience in the industry. Charles is currently registered with Osaic Wealth, Inc. in Florida, North Carolina, and Texas. Charles holds the Series 6, Series 63, and Series 65 licenses and has experience in providing financial planning, portfolio management, and pension consulting services. Charles has a history of working with a wide range of clients, including individuals, families, businesses, 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.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
10/08/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT WORTH TX)
TX
04/27/1995 - 10/08/2015
FIRST WESTERN SECURITIES, INC. (FORT WORTH TX)
NA
12/09/1987 - 04/25/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 08/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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