Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kanoy has been in the financial industry for over 50 years. Charles is a registered representative of J. W. Cole Advisors, Inc. and provides financial planning and portfolio management services for individuals and businesses. Charles has specialized in providing financial advice to high net worth individuals, charitable organizations, and corporations or other businesses. Charles also provides educational seminars on a variety of financial topics. Charles is committed to providing his clients with the highest quality financial advice and services.
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
CA
02/15/2013 - Present
J. W. Cole Advisors, Inc. (Lake Forest CA)
CA
12/08/1992 - 02/21/2013
WALNUT STREET SECURITIES, INC. (SAN JUAN CAPISTRANO CA)
AZ
11/19/1989 - 02/06/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/29/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NJ
10/06/1987 - 08/21/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
08/24/1973 - 01/23/1987
PENN MUTUAL EQUITY SERVICES, INC.
NA
04/15/1970 - 10/21/1983
CIGNA SECURITIES, INC.
BC
Issued 07/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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