Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Parks is a financial advisor who has been in the industry since 1983. Charles is currently registered with Osaic Wealth, Inc. and has prior experience with Hornor, Townsend & Kent, LLC, CADARET, GRANT & CO., INC., AIG EQUITY SALES CORP., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, PML SECURITIES COMPANY, JEFFERSON-PILOT INVESTOR SERVICES, INC., GUARDIAN INVESTOR SERVICES CORPORATION, E.I. SALES, INC. and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. Charles provides a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Charles is registered with the following securities regulators: FINRA, Alabama, Arizona, California, Florida, Georgia, Kentucky, Louisiana, Massachusetts, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, and West Virginia.
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
FL
06/10/2024 - Present
Osaic Wealth, Inc. (ST PETERSBURG FL)
FL
10/06/1999 - 12/15/2020
HORNOR, TOWNSEND & KENT, LLC (ST PETERSBURG FL)
NY
01/02/1998 - 10/05/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
05/14/1996 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
07/26/1991 - 05/03/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/26/1991 - 05/03/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
DE
09/06/1990 - 05/29/1991
PML SECURITIES COMPANY (NEWARK DE)
IN
07/26/1990 - 08/24/1990
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NY
12/08/1986 - 06/19/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/09/1983 - 07/08/1986
E.I. SALES, INC.
NA
10/19/1982 - 02/28/1983
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 10/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/01/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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