Yasemin Charles
Financial Advisor @Mutual of Omaha
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WORK HISTORY
Financial Advisor @Mutual of Omaha
Phoenix, AZ, US
Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: AZ, CA. CA Insurance License #44•••60 AZ Insurance License #21•••••52. Disclosure: 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc, Member FINRA 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
EDUCATION
Mount Mercy University
Bachelor of Applied Science - BASc, Finance, General
Harcum College
Associate of Science - AS, Accounting and Business/Management
Barking Abbey School
GCSE
ABOUT YASEMIN CHARLES
I serve the West Valley area of Phoenix and Scottsdale, Arizona. Helping clients build, protect, and grow their wealth. My focus includes Long-Term Care, annuities, and investment strategies, tailored to create long-term security and financial confidence.As a licensed Life & Health professional, Series 7 and 66 financial adviser, I provide comprehensive solutions across insurance, investments, and retirement planning. Making complex decisions simple and actionable.Originally from London, England, I bring a global perspective to help clients navigate markets, diversify strategies, and plan for the future with a broader view.Your finances deserve the same ambition you bring to life. Let’s make them work as hard as you do.\"By failing to prepare, you are preparing to fail.\" – Benjamin Franklin.
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