Unclaimed
Charles A. Tinder has been in the financial services industry since July 23, 1994. Charles is currently registered with Edward Jones and has been with the firm since May 1994. Charles is registered to provide investment advice in 22 states. Prior to joining Edward Jones, Charles worked at L.C. WEGARD & CO., INC. in New York, NY. Charles holds Series 63, 7, and SIE licenses. Charles's specialties include retirement planning, college savings plans, estate planning, long-term care, and insurance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WI
03/10/1998 - Present
Edward Jones (WAUKESHA WI)
NY
01/25/1994 - 04/06/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 02/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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