ADVISOR BIO

Charles Owens is a financial advisor registered with LPL Financial LLC. Charles has been in the financial services industry since March 21, 1996 and is licensed in Alabama, Georgia, Texas, and Vermont. Charles has experience with various financial products and services, including investment advisory services, financial planning, and pension consulting. Charles also has a track record of success in providing wealth management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Charles Edward Shakar is an investment advisor representative who has been active in the industry since August 16, 2011. Charles has a total of 53 state registrations and 4 SRO registrations. Charles's firm, Morgan Stanley, is a well-established firm with a focus on providing a variety of investment services to a diverse client base.

SPECIALIZATIONS

ADVISOR BIO

Charles Stevens is a financial advisor with LPL Financial LLC. Charles has over 40 years of experience in the financial services industry. He is licensed to provide financial advice in Georgia. Charles has a broad range of experience, having worked with various clients, including high-net-worth individuals, corporations, and charitable organizations. Charles is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Charles McDaniels is an investment advisor representative at Principal Securities, Inc. Charles McDaniels has been in the financial services industry since 1984. Charles McDaniels has passed the Series 6, 7, 63 and 65 exams, and the SIE exam. Charles McDaniels offers financial planning, portfolio management for individuals, selection of other advisors, educational seminars, and pension consulting services. Charles McDaniels also offers Fixed Insurance products, including life, annuities, LTC, DI, Medicare Supplement, Health, and Group Benefits. Charles McDaniels is registered with the state of Georgia as an investment advisor representative.

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ADVISOR BIO

Charlie Davidson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Atlanta, Georgia. Charlie holds Series 66, 7TO and SIE licenses. Charlie has been working in the financial services industry since 2022 and has a strong background in investment advisory services. The representative is registered with the states of Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee and Texas.

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ADVISOR BIO

Charlotte Cowan Geletka is a financial advisor with over 18 years of experience in the financial services industry. Charlotte is currently registered with Osaic FA, Inc. and has a broad range of experience serving the needs of individual investors, corporations, and charitable organizations. Charlotte is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Charlton Bulkin is a financial advisor with MML Investors Services, LLC. Charlton has been in the financial industry since April 3, 1999. Charlton is registered to provide investment advice in 53 states and holds both Series 6 and 66 registrations. Charlton also holds licenses in Series 7, Series 24 and Series 52TO.

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ADVISOR BIO

Charmaine Sylvester is a registered representative with Morgan Stanley. Charmaine has been in the industry since 2001 and has been with Morgan Stanley since 2009. Charmaine holds Series 7, Series 63, and Series 66 licenses, along with the SIE exam. Charmaine has previously worked at CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Charve Mizell is a financial advisor with Morgan Stanley. Charve has been in the industry since May 2023. Charve is registered with the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) to offer securities and investment advisory services. Charve also holds the Series 7, Series 63 and SIE licenses. Prior to joining Morgan Stanley, Charve was with E*TRADE SECURITIES LLC.

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ADVISOR BIO

Chase Crandell is a registered representative with MML Investors Services, LLC. Chase has been in the industry for 1 year. Chase holds the Series 7TO and the SIE licenses. Chase is located in Atlanta, Georgia and is registered with FINRA.

SPECIALIZATIONS