Chartered Financial Services, Inc.
Chartered Financial Services, Inc. (CRD# 126275) is a financial advisory firm headquartered in , . They manage $7,578,000 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$199,421
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Frederick Ravid (CRD# 1663791) is an Investment Advisor Representative working at Chartered Financial Services, Inc. in Englewood, CO and has over 30 years of experience in the finance industry.