Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Demaree is a financial advisor at Osaic Wealth, Inc. Charles is registered in 31 states as a broker-dealer and 16 states as an investment advisor. Charles has over 45 years of experience in the financial services industry. Charles has a strong background in financial planning, portfolio management, and insurance. Charles is committed to providing his clients with personalized advice and guidance to help 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.
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.
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2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (CENTERVILLE OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CENTERVILLE OH)
OH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (CENTERVILLE OH)
TX
02/01/1977 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 7/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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