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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cockrell is a financial advisor with J. W. Cole Advisors, Inc. Charles is a licensed advisor and has been working in the financial services industry since 1985. Charles has experience providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and charitable organizations. Charles holds a Series 7, Series 31, Series 63, and Series 65 license.
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.
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.
Hourly & fixed rate consulting
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.
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2
FL
08/20/2004 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
08/28/2002 - 08/31/2004
INVESTACORP, INC. (MIAMI FL)
MO
05/29/2002 - 08/29/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NJ
04/26/1996 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/22/1985 - 05/01/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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