Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Creekmore is a financial advisor with Janney Montgomery Scott LLC. Charles has over 30 years of experience in the financial services industry. Charles is registered with FINRA and holds the Series 4, 7, 8, 9, 10, 24, 31, 53, 63, and 65 licenses. Charles is also a Certified Financial Planner. Charles specializes in financial planning, portfolio management, and pension consulting. Charles has worked with individuals, families, and businesses to help them achieve their financial goals.
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.
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.
Fee plus commission
1
2
NC
10/06/2008 - Present
Janney Montgomery Scott LLC (RALEIGH NC)
MO
06/15/2002 - 06/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
07/15/1998 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MI
02/21/1991 - 07/08/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
FL
10/25/1989 - 03/08/1991
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
02/14/1989 - 10/26/1989
F.N. WOLF & CO., INC.
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/26/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/23/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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