Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Burns has been working in the financial services industry since 2002. Charles is currently registered with Pinnacle Peak Private Client Group, LLC in Roswell, GA. Charles has a Series 7, Series 3 and Series 66 licenses as well as the SIE. Prior to joining Pinnacle Peak, Charles was registered with BCG Securities, Inc., P.J. Robb Variable Corporation, Underwriters Equity Corporation, Banc One Securities Corporation, Wells Fargo Investments, LLC and UBS Financial Services Inc. Charles's current specializations include retirement planning, college savings, and estate planning. Charles also has a background in fixed life insurance, health insurance and long term care insurance.
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.
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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GA
09/05/2017 - Present
Pinnacle Peak Private Client Group, LLC (Roswell GA)
GA
05/05/2015 - 04/03/2017
BCG SECURITIES, INC. (Roswell GA)
TN
02/07/2008 - 05/28/2013
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
PA
11/14/2006 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
IL
11/11/2004 - 06/21/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
05/28/2004 - 10/27/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
10/07/2002 - 06/16/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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