Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Sawyer is a financial advisor with over 30 years of experience in the industry. Charles currently works for Creativeone Securities, LLC, a firm with 186 licensed agents and 117 registered representatives. Charles previously worked for Broker Dealer Financial Services Corp. and AIG Financial Advisors, Inc. Charles is registered in 26 states. Charles is a Series 6, Series 26, Series 63, and Series 65 licensed financial advisor. Charles is licensed in both Maryland and Pennsylvania. Charles is a financial advisor with experience in providing financial planning and portfolio management services to individuals and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MD
03/04/2021 - Present
Creativeone Securities, LLC (Owings Mills MD)
MD
11/04/2008 - 10/13/2016
BROKER DEALER FINANCIAL SERVICES CORP. (OWINGS MILLS MD)
MD
10/31/2008 - 11/07/2008
AIG FINANCIAL ADVISORS, INC. (OWINGS MILLS MD)
MD
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (OWINGS MILLS MD)
TX
08/31/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
08/05/1997 - 07/01/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
02/08/1988 - 06/06/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/08/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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