Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charis? Claim Your ProfileCharis Elizabeth Ellis is a registered investment advisor representative in Illinois and has been in the industry since 2015. Charis Elizabeth Ellis is currently employed with Timothy Financial Counsel, Inc., located in Wheaton, IL. Prior to that, Charis Elizabeth Ellis was associated with EDWARD JONES from 2015 to 2018. Charis Elizabeth Ellis holds the Series 66, Series 7, and SIE licenses and is a member of College Church in Wheaton.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Fees for education workshops
1
2
IL
04/19/2018 - Present
Timothy Financial Counsel, Inc. (WHEATON IL)
IL
04/24/2015 - 03/16/2018
EDWARD JONES (WHEATON IL)
MO
01/07/2015 - 03/05/2015
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 03/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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