Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bourgeois is a financial advisor with over 40 years of experience in the financial services industry. Charles is currently registered with LPL Financial LLC in Denver, Colorado, and Sedalia, Colorado. Charles previously worked at Securities America, Inc., Brecek & Young Advisors, Inc., Donahue Securities, Inc., Locust Street Securities, Inc., Nationwide Investment Services Corporation, Walnut Street Securities, Inc., and AMEV Investors, Inc. Charles is a Series 6, 7, and 66 licensed financial advisor.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
03/18/2020 - Present
LPL Financial LLC (DENVER CO)
CO
01/23/2009 - 03/18/2020
SECURITIES AMERICA, INC. (SEDALIA CO)
CO
03/06/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SEDALIA CO)
OH
09/06/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
IA
04/05/2000 - 09/15/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
04/27/1982 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
01/20/1993 - 05/29/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/04/1982 - 12/21/1987
AMEV INVESTORS, INC.
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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