Unclaimed
Charlie Anthony Barrios is a financial professional with over a decade of experience in the financial services industry. Charlie is currently registered with THE Huntington Investment Co. in Orland Park, Illinois. Charlie specializes in Investment Company Products/Variable Contracts, Securities Industry Essentials and Investments. Charlie is committed to providing clients with personalized financial advice and guidance. Charlie has previously held positions at UVEST FINANCIAL SERVICES GROUP, INC. and IFMG SECURITIES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/25/2022 - Present
THE Huntington Investment Co. (Orland Park IL)
IL
01/23/2008 - 11/06/2008
UVEST FINANCIAL SERVICES GROUP, INC. (NILES IL)
IL
05/30/2007 - 02/05/2008
IFMG SECURITIES, INC. (NILES IL)
BC
Issued 04/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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