Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles A Coveney is a financial advisor with over 15 years of experience in the financial services industry. Charles is currently registered with LPL Financial LLC, and is licensed to provide investment advice in South Carolina and Texas. Previously, Charles was affiliated with Edward Jones. Charles specializes in providing financial planning services for individuals, families, and businesses. Charles is committed to helping his clients achieve their financial goals, and he takes a personalized approach to financial planning. Charles is also a registered principal with LPL Financial LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
10/16/2018 - Present
LPL Financial LLC (GREENVILLE SC)
PA
01/22/2004 - 11/10/2009
EDWARD JONES (DALLAS PA)
IA
Issued 11/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Coveney is the right advisor for you? Invested Better is here to help.
