Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Steven Sera is an investment advisor representative with Dynamic Wealth Advisors. Charles has been in the industry since July 2012. Charles is registered with the state of Arizona and Texas. Charles specializes in providing financial planning, pension consulting, and educational seminars to clients. Charles also provides model portfolio advisor services for a third party program. In addition, Charles holds a Series 65 license.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
06/07/2019 - Present
Dynamic Wealth Advisors (MARANA AZ)
IA
Issued 08/23/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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