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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 Kunzelman is an investment advisor representative with Bison Wealth, LLC. Charles has been in the financial industry since 2000. Charles has a Series 63, Series 66 and Series 7 licenses. Charles is also a Certified Financial Planner and a Chartered Financial Consultant. Bison Wealth, LLC is an investment advisor firm located in Atlanta, Georgia. Bison Wealth, LLC specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and 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.
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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GA
10/31/2022 - Present
Bison Wealth, LLC (ATLANTA GA)
FL
02/01/2023 - 05/30/2024
METRIC FINANCIAL, LLC (Lake Mary FL)
FL
12/17/2012 - 06/01/2022
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
04/11/2011 - 11/23/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
07/30/2009 - 07/30/2010
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
FL
10/26/2007 - 07/27/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
08/03/2005 - 09/20/2007
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
NJ
04/21/2003 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IN
09/20/2000 - 04/23/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/20/2000 - 04/23/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
01/06/2000 - 08/21/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/06/2000 - 08/21/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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