Charles is one of Invictus Advisory Services’ investment advisor representatives. Charles focuses his practice on cultivating comprehensive planning solutions tailored to his client’s specific financial goals. “I always aim to listen first, gain an understanding of what my clients are trying to accomplish, then efficiently provide the service that they need.”
Charles received his BBA from the State University of New York at Fredonia and is currently pursuing the Certified Financial Planner (CFP) designation.
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