Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Redd is a financial professional with over 40 years of experience in the industry. Charles is currently registered with MML Investors Services, LLC and is located in Tulsa, Oklahoma. Charles has been with MML Investors Services, LLC since 1990 and has been actively registered in Oklahoma since then. Previously, Charles was registered with G. R. Phelps & Co., Inc., Home Life Insurance Company, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Charles is a Registered Representative and holds the Series 63 and 65 licenses. Charles is a member of FINRA and has a strong track record of success in the financial services industry.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OK
12/08/1998 - Present
MML Investors Services, LLC (TULSA OK)
NA
11/06/1980 - 07/18/1990
G. R. PHELPS & CO., INC.
NA
04/17/1980 - 06/05/1990
HOME LIFE INSURANCE COMPANY
NA
06/21/1973 - 05/15/1980
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
06/21/1973 - 05/15/1980
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 07/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1982
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 05/23/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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