Charles Isasi (CRD# 2565057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Port Orange, FL and has over 29 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 4822125
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Advisory Services | Atlanta, GA | Aug 2016 - Current | 7 |
| Suntrust Investment Services, Inc. | Port Orange, FL | Mar 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
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