Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bigbie is an Investment Advisor Representative with Geneos Wealth Management, Inc. Charles has over 39 years of experience in the financial services industry. Charles has been registered with Geneos Wealth Management, Inc. since September 2003. Charles has a Series 63, 65 and 7 licenses. Charles also holds Series 24 and SIE licenses. Charles is a Certified Financial Planner and a Chartered Financial Consultant. Charles is a board member of the Tulsa Chapter of CFP's. Charles has worked at Multi-Financial Securities Corporation and New England Securities in the past.
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
CO
02/03/2010 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
12/08/1999 - 09/08/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
11/22/1983 - 01/18/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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