Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Koules is a registered representative with J.p. Morgan Securities LLC. Charles has 2 years of experience in the financial services industry. Charles has passed the Series 7TO, SIE and Series 66 exams. Charles also has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles has a total of 1 state and 2 product exams. Charles is registered in Illinois and Wisconsin. Charles has a specialization in retirement planning and is licensed to advise individuals, corporations and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
01/08/2025 - Present
J.p. Morgan Securities LLC (KENOSHA WI)
IL
06/18/2020 - 11/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 07/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Charles Koules is the right advisor for you? Invested Better is here to help.
