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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ryan Ehrenfried is a financial advisor with Prosperity Capital Advisors. Charles has been working in the financial services industry for over 16 years and is a Certified Financial Planner and Chartered Financial Consultant. Charles has a strong track record of providing financial advice to individuals, families, and businesses. Charles is committed to helping clients achieve their financial goals. Charles is registered with the Securities and Exchange Commission as an Investment Advisor Representative and is also licensed to sell insurance. Charles specializes in providing retirement planning, financial planning, and investment management services. Charles is committed to providing his clients with personalized financial advice and is dedicated to helping them achieve their financial goals.
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.
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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OH
05/24/2024 - Present
Prosperity Capital Advisors (Cincinnati OH)
OH
09/08/2023 - 05/30/2024
J.W. COLE FINANCIAL, INC. (Cincinnati OH)
OH
07/04/2007 - 05/13/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
BC
Issued 11/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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