Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte McLoughlin Guinot is a financial advisor associated with Independent Financial Group, LLC. Charlotte is currently registered to provide investment advisory services in Louisiana. Charlotte has been in the financial industry since March 24, 2022. Charlotte has the Series 63, 65, 6TO, and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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LA
07/17/2023 - Present
Independent Financial Group, LLC (COVINGTON LA)
BC
Issued 08/12/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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