Unclaimed
Chucky Furr is a financial advisor with over 30 years of experience in the financial services industry. Chucky is currently registered with Osaic Wealth, Inc. and has previously been associated with several other firms including Securities America, Inc., Woodbury Financial Services, Inc., Kingston Resources, Inc., and Guardian Investor Services Corporation. Chucky is a Certified Financial Planner and holds FINRA Series 63, Series 65, Series 7 and SIE licenses. Chucky's experience includes providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Chucky is committed to helping clients achieve their financial goals through personalized advice and investment strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
NC
06/14/2024 - Present
Osaic Wealth, Inc. (GREENSBORO NC)
NC
05/16/2016 - 06/14/2024
SECURITIES AMERICA, INC. (GREENSBORO NC)
NC
05/05/1994 - 05/31/2016
WOODBURY FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
09/07/1989 - 04/26/1994
KINGSTON RESOURCES,INC. (CHARLOTTE NC)
NY
12/16/1988 - 08/30/1989
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
06/25/1987 - 12/21/1988
EQUICO SECURITIES, INC.
NA
06/25/1987 - 12/21/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
08/04/1986 - 07/06/1987
FOCUS SECURITIES, INC.
NA
10/23/1985 - 08/05/1986
TRAVELERS EQUITIES SALES, INC.
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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