Charles Marques

Senior Financial Advisor

BUSINESS PHILOSOPHY  
 As a Financial Advisor, I must clearly understand the unique financial concerns of clients and assure that they are comfortable with financial strategies that will work toward their goals. I am dedicated to providing financial advice with the highest ethical standards.

BACKGROUND
As a Financial Advisor, Charles has over 40 years of experience in the financial services industry with 20 years in Financial Planning. He is a Licensed Insurance Agent. 

PROFESSIONAL QUALIFICATIONS AND REGISTRATIONS

  • Series 7
  • Series 66

PERSONAL LIFE
Charles and his wife Isnaide recently moved to Davie Fl. They have 2 children and they enjoy their 4 grandchildren, pets and traveling.