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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Chartered Financial Services, Inc. 22 years, 5 months May 1994 - Present

Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Frederick Ravid

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Answers

Ask a financial questionAsk a question
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 29, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jun 24, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Chartered Financial Services, Inc.

Last updated on July 7, 2016
    • $7.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 38
      Accounts
    • $199.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees