ADVISOR BIO

Charles Verner is a financial advisor with UBS Financial Services Inc. Charles is a registered investment advisor representative, a registered representative, and a general securities representative. Charles holds Series 7, Series 63, and Series 65 licenses. Charles has been in the financial services industry for 41 years and is licensed to provide financial advice in 24 states. Charles is currently employed at UBS Financial Services Inc. in Fort Lauderdale, Florida. Prior to joining UBS, Charles was employed at First Florida Securities Group, Inc., First Heritage Corporation, and First Florida Securities, Inc. Charles's specialties include portfolio management, financial planning, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Charles Romeo is a financial advisor with J.P. Morgan Securities LLC, based in West Palm Beach, Florida. Charles has been in the industry since 2014. Charles is registered with FINRA and the state of Florida. Charles holds the Series 6 and SIE licenses. Charles specializes in investments, mutual funds, variable annuities, fixed annuities, and life insurance.

SPECIALIZATIONS

ADVISOR BIO

Charles Fisher is a financial advisor registered with Andersen. Charles has been in the financial services industry since 1996. Charles holds the Series 65 license, and is a Certified Financial Planner, Personal Financial Specialist, and Chartered Financial Analyst. Charles is based in Tampa, Florida.

SPECIALIZATIONS

ADVISOR BIO

Charles Dray is a financial advisor with Avantax Advisory Services. Charles has been in the financial services industry since 1994. Charles has a Series 7, Series 63, Series 65, and Series 6TO license. Charles provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Charles also offers insurance products through Avantax Insurance Agency.

SPECIALIZATIONS

ADVISOR BIO

Charles Lloyd is a financial professional with over 29 years of experience in the financial services industry. Charles is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative, and is also a Registered Investment Advisor in both Florida and Texas. Charles previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles holds several licenses, including Series 7, Series 31, Series 63, and Series 65, and is also a Certified Financial Planner. Charles is committed to providing clients with personalized financial advice and services that meet their unique needs.

SPECIALIZATIONS

ADVISOR BIO

Charles Skipper is an investment advisor representative with IFB Wealth Management LLC. Charles has been in the financial services industry since 2002. Charles holds licenses for Series 63, Series 65 and Series 7. Charles has experience working with high net worth individuals, corporations, and individuals other than high net worth. Charles also has experience working with banking or thrift institutions, pension and profit sharing plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Charles Richard Kalb is a financial advisor with Ameriprise Financial Services, LLC. Charles has been in the industry since 1997. Charles has a variety of licenses and registrations, including Series 63 and Series 65. Charles is registered with Ameriprise Financial Services, LLC in Florida and Texas. Ameriprise Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides financial planning, portfolio management, and other investment advisory services to individual and institutional clients. Ameriprise Financial Services, LLC is an independent firm and is not affiliated with any other company. The firm has over $479 billion in assets under management.

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ADVISOR BIO

Charles Cartwright is a financial advisor who has been in the industry since 2000. Charles is currently registered with Morgan Stanley in Boca Raton, Florida. Prior to joining Morgan Stanley, Charles worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles holds a number of licenses and certifications including the Series 7, Series 3, Series 9, Series 10, Series 63 and Series 65. Charles specializes in a variety of areas including investment management for individuals, businesses, and investment companies. Charles has been involved in a number of other business activities, such as being a partner in Medinah Cottage LLC, a real estate company.

SPECIALIZATIONS

ADVISOR BIO

Charles Gyude Bryant is an investment advisor representative with Advanced Wealth Management, a firm that specializes in financial planning, pension consulting, and portfolio management for individuals. Charles has been in the industry for over 15 years and holds the Series 7, Series 63, Series 65, and SIE licenses. Charles has previously worked with LPL Financial LLC, FSC Securities Corporation, Mutual of Omaha Investor Services, Inc., J.P. Morgan Securities LLC, SunTrust Investment Services, Inc., and Morgan Stanley & Co., Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Charles Lamela is a financial advisor with UBS Financial Services Inc. Charles has been in the industry for over 20 years. He is registered with the state of Florida and is also a resident registered representative in Texas. Charles has passed the Series 7, Series 31, Series 66, and SIE exams. Charles specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Charles' clients are primarily high-net-worth individuals, but he also works with corporations, charitable organizations, pension plans, and state and municipal government entities. He is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and goals. Charles was previously employed by UBS International Inc. and UBS PaineWebber Inc.

SPECIALIZATIONS