Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Reutemann is a financial advisor at Equity Services, Inc. with over 9 years of experience in the financial services industry. Charles has a strong background in investment advisory services, including financial planning, portfolio management for individuals, and pension consulting. Charles has a Series 6, 7, 63, and 66 licenses and is also a Certified Financial Planner. Charles is registered to provide investment advisory services in Arizona, California, Colorado, Delaware, Florida, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas and 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.
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
NY
06/22/2021 - Present
Equity Services, Inc. (CLIFTON PARK NY)
BOTH
Issued 07/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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