Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ryan Dunn is a financial advisor with Portside Wealth Group, LLC in Provo, Utah. Charles has been working in the financial industry since 2003 and has experience with a variety of financial products and services. Charles has been registered with the state of Utah since 2023. Charles is a Registered Representative, Registered Investment Advisor, and has passed both the Series 6 and the Series 63 exams. Charles also has a strong background in education and has taught at Weber State University.
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.
A percentage of the total value of assets under management is charged.
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UT
04/25/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
UT
08/03/2016 - 05/09/2018
ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
UT
05/01/2008 - 09/07/2016
PARK AVENUE SECURITIES LLC (MURRAY UT)
UT
01/05/2007 - 02/29/2008
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
UT
05/23/2003 - 01/25/2007
PARK AVENUE SECURITIES LLC (SALT LAKE CITY UT)
IA
Issued 08/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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