Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Randall is a financial advisor in Fruitland Park, Florida. Charles has been a registered advisor since 2002, working with clients in Florida and New York. Charles is associated with SPC. Charles previously worked with Broker Dealer Financial Services Corp. and Cetera Advisors LLC. Charles is a Certified Financial Planner. Charles's specialties are investment advice for individuals and families. Charles also helps clients plan for retirement and college.
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.
Consultation services
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.
Seminar attendance fees
1
2
FL
01/01/2025 - Present
SPC (Fruitland Park FL)
FL
03/02/2018 - 10/15/2018
BROKER DEALER FINANCIAL SERVICES CORP. (FRUITLAND PARK FL)
NY
06/25/2013 - 08/01/2016
CETERA ADVISORS LLC (BINGHAMTON NY)
NY
05/20/2002 - 07/22/2013
AXA ADVISORS, LLC (VESTAL NY)
BOTH
Issued 07/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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