Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cosmo? Claim Your ProfileCosmo Charles Gould is a registered representative with Global Retirement Partners LLC and RPA Financial, LLC. Cosmo has been in the financial services industry since 2005. Cosmo holds the Series 7, 9, 10, 14, 23, 24, 63, 66, 99TO, and SIE licenses. Cosmo specializes in financial planning, retirement planning, and portfolio management. Cosmo provides financial services to a variety of clients, including individuals, families, businesses, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
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CA
09/16/2014 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
06/12/2012 - 04/02/2015
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CA
08/17/2011 - 06/07/2012
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
05/29/2007 - 04/29/2008
CITIGROUP GLOBAL MARKETS INC. (SAN CARLOS CA)
CA
11/10/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN MATEO CA)
CA
11/02/2005 - 11/08/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BC
Issued 01/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2012
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 02/02/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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