Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Meagher is a financial advisor with over 40 years of experience in the financial services industry. Charlie Meagher is a registered representative of Kovack Advisors, Inc., a registered investment advisor, and is licensed to provide investment advice in Alabama, Florida, Georgia, and Texas. Charlie Meagher is also a licensed insurance agent. Charlie Meagher has been providing financial advice and insurance services to individuals, families, and businesses for many years. Charlie Meagher has a strong commitment to helping clients achieve their financial goals. Charlie Meagher specializes in providing financial planning, portfolio management, and retirement planning services.
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.
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.
1
2
FL
04/27/2023 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
GA
03/06/2006 - 10/03/2014
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
IL
08/09/2000 - 03/21/2006
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
LA
10/22/1998 - 08/07/2000
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
MN
06/11/1996 - 10/12/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
05/05/1981 - 12/20/1985
INVESTACORP, INC.
NA
01/29/1970 - 12/05/1985
UNITED FIDELITY INVESTMENTS, INC.
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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