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Charles S
Series 65
Marana, AZ
Dynamic
Charles Sera is a financial advisor at Dynamic with 13 years of industry experience. He holds a Series 65 designation and has worked with firms including Catalina Wealth Partners and Yellowstone Partners. In addition to his advisory role, he is licensed to sell non-variable insurance products such as long-term care, fixed annuities, and life insurance. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific investment approach and provides support to other advisers through technology, compliance, and sub-advisory services.
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