Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Stewart Pickard is a financial advisor in St. Augustine, FL, with over 50 years of experience in the financial services industry. Charles is currently registered with Cadaret, Grant & CO., Inc. and has previously held positions with NEXT FINANCIAL GROUP, INC., WALNUT STREET SECURITIES, INC., AMERICAN GENERAL SECURITIES INCORPORATED, SEARS. THOMPSON INVESTMENT GROUP, INC., AMERICAN CAPITAL FINANCIAL SERVICES, INC., MONY SALES, INC., and THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK. Charles is a licensed securities professional and holds the Series 66, Series 7TO, SIE, and Series 1 licenses. Charles has experience in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
1
2
NY
05/01/2023 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
FL
05/09/2003 - 04/21/2023
NEXT FINANCIAL GROUP, INC. (JACKSONVILLE FL)
CA
01/02/2003 - 05/12/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
01/17/1997 - 11/06/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
FL
10/09/1995 - 01/15/1997
SEARS. THOMPSON INVESTMENT GROUP, INC. (JACKSONVILLE FL)
AZ
07/12/1985 - 08/15/1995
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
09/07/1979 - 11/11/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
01/04/1977 - 06/30/1981
MONY SALES, INC.
NA
01/04/1977 - 06/30/1981
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
09/20/1971 - 08/21/1975
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BOTH
Issued 05/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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