National Financial Services Group |
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Charles M. Steele, CFP®Financial Advisor
Phone: 770-512-5129 Charles began his financial services career as a financial advisor at Ameriprise Financial in 2006. There he enjoyed a successful career and gained valuable experience and knowledge of the financial planning process. In 2009, Charles brought his expertise and proven track record to NFSG. A New York native, Charles graduated in only four and a half years with a triple major in Business Management, Finance and International Economics from Marshall University in Huntington, W.V. He consistently maintained his status on the Dean’s List and was a founding member of the economic honor society, Omicron Delta Epsilon. Charles is a CERTIFIED FINANCIAL PLANNERTM professional, completing the Board’s rigorous education, testing requirements, ethics evaluation and experience requirements in 2009. By continually expanding his knowledge through education and industry involvement, Charles believes that he is able to provide his clients with an exceptional level of expertise and commitment to the highest level of ethical standards. He is also a member of the Financial Planning Association. Specializing in working with executives and small business owners, Charles helps his clients take hold of their financial future by evaluating where they are on their financial journeys, and contrasting that to where they want to be. He then uses that information along with the CFP® approved planning process* to craft a personalized "game plan" and a detailed strategy for implementing that plan. Charles is an avid supporter of the fight against breast cancer, specifically donating to the Breast Cancer 3-day, held in Atlanta each year. In his free time, Charles enjoys spending time with his family and friends. He makes frequent trips to West Virginia to see his many nieces and nephews. He also enjoys running and spending his "down time" with a good book. I am licensed to sell insurance in Georgia and West Virginia. I am licensed to sell securities in Georgia and West Virginia. I cannot communicate with, or respond to requests from, people who reside in states where I am not licensed to conduct insurance or securities business. *Charles M. Steele is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, GA 30338, (770) 512-5100. National Financial Services Group and Singular Financial are independent of Equity Services, Inc. CFP® and CERTIFIED FINANCIAL PLANNERtm are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 
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ATLANTA MAIN OFFICE: 1050 Crown Pointe Parkway, Suite 1000 FLORIDA TENNESSEE
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Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, Georgia 30338 (770) 512-5100. National Financial Services Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.