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Charles W

Series 66, Series 63

Chichester, NH

Stonex Advisors Inc.

Charles Wagner is a financial advisor with StoneX Advisors Inc. based in Chichester, NH, holding Series 66 and Series 63 licenses and bringing 22 years of experience in the industry. He has worked with StoneX Securities Inc. since 2019 and also owns 1st Choice Retirement Planning, where he has been involved since 2005 as a licensed insurance broker focused on health, life, annuity, and property and casualty insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various platforms and strategies, including proprietary models and third-party money managers, to implement client portfolios.

ESG / Sustainable investing
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