Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Brown is a registered representative with W&S Brokerage Services, Inc. Charles has been in the industry since 2018, previously working with J.P. Morgan Securities LLC and Citizens Securities, Inc. Charles holds the Series 63, 6TO and SIE licenses. Charles has experience in providing financial advice for individuals. Charles is based in Sheffield Village, OH.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OH
05/17/2024 - Present
W&S Brokerage Services, Inc. (SHEFFIELD VILLAGE OH)
OH
07/19/2019 - 06/24/2020
J.P. MORGAN SECURITIES LLC (BEACHWOOD OH)
OH
01/15/2019 - 06/05/2019
CITIZENS SECURITIES, INC. (SOLON OH)
BC
Issued 05/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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