Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Byrnes is a financial advisor with over 17 years of experience in the financial services industry. Charles is a registered representative with Commonwealth Financial Network and holds a Series 7, Series 24, Series 27, and Series 66 licenses. He is also registered as an investment advisor in Massachusetts and New Hampshire. Charles has a diverse background in financial services. Charles previously worked with American Portfolios Financial Services, Inc. and Investors Capital Corp. Charles specializes in providing financial advice to individuals, families, and businesses. He is also experienced in providing financial planning services. Charles's approach is tailored to each client's individual needs and goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/27/2024 - Present
Commonwealth Financial Network (Newburyport MA)
MA
11/28/2008 - 06/27/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEWBURYPORT MA)
MA
03/20/2007 - 12/17/2008
INVESTORS CAPITAL CORP. (NEWBURYPORT MA)
NA
06/10/1993 - 05/16/1994
BROOKHOLLOW CAPITAL CORPORATION
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/08/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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