Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Bassing is a financial professional with over 8 years of experience in the financial services industry. Charles is a Certified Financial Planner and Chartered Financial Consultant. He is currently a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Charles has held previous positions with Northwestern Mutual Investment Services, LLC and Royal Alliance Associates. Charles is licensed in 18 states and the District of Columbia and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Charles is committed to providing his clients with personalized financial 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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NC
06/18/2019 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
09/22/2015 - 02/08/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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