Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Brandon Reed is a financial advisor with over 20 years of experience in the financial services industry. Charles has been registered with Charles Schwab & Co., Inc. since August 2021, and has also held positions with TD Ameritrade, Inc., TD Ameritrade Clearing, Inc., and Ameritrade. Charles specializes in providing financial planning and investment advice to individuals and families, and is a Registered Options Principal and General Securities Principal. Charles is dedicated to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/27/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
11/01/2013 - 12/06/2022
TD AMERITRADE, INC. (Southlake TX)
TX
07/22/2014 - 05/18/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
12/11/2012 - 04/10/2013
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
04/22/2006 - 04/10/2013
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/02/2002 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
NJ
09/11/2002 - 10/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
06/02/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
MN
11/28/1997 - 05/29/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2007
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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