Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bryan Stilwell is an investment advisor representative and registered representative. Charles has been in the industry since 1994 and is currently registered with World Investment Advisors, LLC. Charles has previously worked with Country Capital Management Company, D.B. Frank Investments, Inc., Digital Securities, Inc., FISERV Investor Services, Inc., FIMI Securities, Inc., First Brokerage America, L.L.C., AEGON USA Securities Inc., Locust Street Securities, Inc., Allied Group Merchant Banking Corporation, and Elan Investment Services, Inc. Charles is licensed to provide investment advice and securities brokerage services in Illinois. Charles specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
FL
11/02/2022 - Present
World Investment Advisors, LLC (Deland FL)
IL
01/22/2008 - 06/22/2022
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
TX
02/18/2004 - 09/12/2007
D.B. FRANK INVESTMENTS, INC. (BELLAIRE TX)
TX
11/21/2001 - 09/12/2002
DIGITAL SECURITIES, INC. (BELLAIRE TX)
TX
10/08/1999 - 12/31/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
07/08/1999 - 01/03/2001
FIMI SECURITIES, INC. (HOUSTON TX)
MO
01/02/1998 - 07/12/1999
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
IA
01/25/1996 - 02/25/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
05/03/1995 - 02/05/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
03/15/1993 - 04/26/1995
ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)
NJ
10/21/1991 - 02/17/1993
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
IA
Issued 04/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/02/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Stilwell is the right advisor for you? Invested Better is here to help.
