Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Theodore Beach is a financial professional with over 30 years of experience in the financial services industry. Charles is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. in Cincinnati, Ohio. He is also a Chartered Financial Consultant. Charles has worked with various firms over the years, including SAYBRUS Equity Services, Inc, Phoenix Equity Planning Corporation, Tower Square Securities, Inc., Advantage Capital Corporation, Manequity, Inc., and Travelers Equities Sales, Inc. Charles has experience in various areas of financial services, including investment advisory services, portfolio management, insurance, and financial planning. Charles has a strong commitment to providing personalized financial advice to his clients. He is dedicated to helping his clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
03/13/2012 - Present
Cambridge Investment Research Advisors, Inc. (CINCINNATI OH)
CT
09/15/2010 - 08/02/2011
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
10/30/2008 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
OH
01/04/1999 - 10/22/2008
TOWER SQUARE SECURITIES, INC. (CINCINNATI OH)
GA
08/15/1994 - 12/31/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MA
09/28/1993 - 10/18/1994
MANEQUITY, INC. (BOSTON MA)
CA
08/13/1984 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 07/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Beach is the right advisor for you? Invested Better is here to help.
