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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 Brewer is an investment advisor representative with Raymond James Financial Services Advisors, Inc., based in Madison, Mississippi. Charles has been in the industry since February 18, 1999 and has a proven track record of providing financial advice and guidance to clients. Charles has a strong commitment to helping clients reach their financial goals. Charles is dedicated to providing personalized financial planning and investment management services. Charles is registered with the state of Mississippi and Texas and has a broad range of financial products and services to offer clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MS
01/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (MADISON MS)
MS
02/24/2006 - 10/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
MS
02/19/1999 - 02/28/2006
EDWARD JONES (FLOWOOD MS)
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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