Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Raymond Weldon is a financial professional with over 40 years of experience in the industry. Charles has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Charles is currently registered as a Registered Representative with Independent Financial Group, LLC. Charles is also a Registered Investment Advisor Representative in Texas and Florida. Previously, Charles has worked for a variety of firms, including The Investment Center, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Charles is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals. He holds a number of professional designations, including Chartered Financial Consultant, and has a strong understanding of the financial markets. Charles is based in Boca Raton, Florida, and serves clients throughout the United States.
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.
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.
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2
FL
10/03/2022 - Present
Independent Financial Group, LLC (Boca Raton FL)
FL
02/16/2022 - 03/30/2022
THE INVESTMENT CENTER, INC. (BOCA RATON FL)
FL
10/25/2017 - 02/23/2022
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
05/05/2004 - 11/01/2017
GIRARD SECURITIES, INC. (BOCA RATON FL)
MA
05/21/2003 - 05/11/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
10/18/1993 - 05/21/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
06/04/1982 - 10/04/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 09/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 09/01/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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