Charles
Claver
Osaic Institutions, Inc
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About this Advisor
Charles Claver is a financial advisor based in Beverly Hills, California, working with Osaic Institutions, Inc. Charles has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, First Bank, First Brokerage America LLC, and Infinex Investments, Inc. Charles has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Charles is part of Osaic Institutions, Inc, which operates out of Beverly Hills, California. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Charles Claver Work History
Infinex Investments, Inc
First Bank
First Brokerge America LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Charles Claver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Institutions, Inc
Meriden, CT
Hyannis, MA
Chapel Hill, NC
Cornelius, NC
Centerville, MA
New York, NY
Canton, MA
Scarsdale, NY
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