Charles
Constantino
The Ameriflex Group
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About this Advisor
Charles Constantino is a financial advisor based in Pittsford, New York, working with The Ameriflex Group. Charles has previously held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Osaic, The Ameriflex Group, Montage Wealth Management, and Commonwealth Financial Network. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Charles is part of The Ameriflex Group, which operates out of Pittsford, New York. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Constantino Work History
Osaic
The Ameriflex Group
Montage Wealth Management
Commonwealth Financial Network
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Disclosures
Please visit the SEC profile of Charles Constantino 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 The Ameriflex Group
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Pittsford, NY
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