Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alonzo Church is a financial advisor with Raymond James & Associates, Inc. Charles has been a registered representative for over 40 years and holds a Series 7, Series 63, and Series 65 license. His experience includes working at UBS Financial Services Inc. and Prudential Securities Incorporated. Charles works with a range of clients including individuals, high-net-worth individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and banking or thrift institutions.
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.
Please see note in schedule d - miscellaneous
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.
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2
TX
07/08/2005 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
NJ
12/01/2000 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/31/1995 - 12/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/24/1983 - 04/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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