Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Thomas Kares is an investment advisor representative associated with C.t. Kares Advisory Group, Inc. Charles has over 30 years of experience in the financial services industry and holds Series 6, 7, 24, 63, and 65 licenses. Charles has been registered with the state of Maryland as an Investment Advisor Representative since 2014. The firm's advisory services focus on portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
01/19/2024 - Present
C.t. Kares Advisory Group, Inc. (ABINGDON MD)
MD
10/04/1988 - 04/20/1999
TLS FINANCIAL SERVICES, INC. (TOWSON MD)
IA
Issued 03/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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