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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Fagan is a financial advisor who has been in the industry since 2009. Charles is currently registered with Blackrock Financial Management, Inc. and has been with the firm since August 2010. Previously, Charles worked with GUARDIAN INVESTOR SERVICES LLC. Charles is licensed to provide investment advice in 51 states. Charles offers a wide range of investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Charles also provides pension consulting and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/13/2019 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
NY
04/20/2009 - 04/09/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IA
Issued 08/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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