Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ross has been in the financial services industry since 1979. Charles is a Registered Representative and Investment Adviser Representative with Premier Financial Group Inc. based in Eureka, CA. Charles has been with Premier Financial Group Inc. since 1990, and prior to that was with Cantella & Co., Inc. in Eureka. Charles's previous experience includes roles with Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Charles has a Series 7, Series 24 and Series 63 license and holds the designation of Certified Financial Planner.
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.
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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CA
01/01/2025 - Present
Premier Financial Group Inc. (EUREKA CA)
CA
04/09/2002 - 09/21/2006
CANTELLA & CO., INC. (EUREKA CA)
FL
01/04/1999 - 04/25/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
02/01/1990 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
AZ
11/19/1989 - 02/08/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/08/1979 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/05/1984 - 10/20/1987
PEBSCO SECURITIES CORP.
BC
Issued 04/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1979
Series 1 - Registered Representative Examination
Active
Inactive
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