Unclaimed
Robert Charles Boylen is an Investment Advisor Representative at Robert Charles Capital Management. He is registered with the state of Michigan and Texas. Robert has been in the industry for over 30 years and has a Series 7, 63, and 65 license.
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.
Personalized portfolio management to meet individual financial objectives.
Financial advice & consulting
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.
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MI
03/19/2024 - Present
Robert Charles Capital Management (GRAND RAPIDS MI)
NA
11/24/1990 - 05/19/1993
DEAN WITTER REYNOLDS INC.
NA
08/04/1989 - 11/27/1990
MCDONALD & COMPANY SECURITIES, INC.
NA
01/08/1987 - 08/14/1989
THOMSON MCKINNON SECURITIES INC.
IA
Issued 10/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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