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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
Harbor Financial Services, LLC 8 years, 7 months Dec 2007 - Present
Raymond James Financial Services, Inc 5 years, 3 months Sep 2002 - Dec 2007
Chartered Financial Services, Inc. 22 years, 2 months Jun 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

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 20, 2016
FINRA
FINRA
  • license status
    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