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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charley? Claim Your ProfileCharley Corbett is a financial advisor with Aviance Capital Partners LLC in Naples, FL. Charley has over 13 years of experience in the financial services industry. Charley is a Certified Financial Planner (CFP®) and holds the Series 66, 63, 7TO, 7, 10, and 9 licenses. Charley specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and businesses.
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.
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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FL
01/22/2024 - Present
Aviance Capital Partners LLC (NAPLES FL)
FL
03/12/2008 - 10/22/2021
CHARLES SCHWAB & CO., INC. (Naples FL)
BOTH
Issued 01/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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