Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Colin Barber is a financial advisor registered with Raymond James Financial Services Advisors, Inc. He is a registered representative and investment advisor representative with a Series 7 and Series 66 licenses. Charles has been in the financial services industry for over 12 years. He is a dedicated professional with a passion for helping his clients achieve their financial goals. Charles specializes in providing financial advice to individuals, families, and businesses. His expertise includes retirement planning, investment management, college savings, and estate planning. He is committed to providing personalized service and building long-term relationships with his 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
WA
11/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (SNOQUALMIE WA)
WA
04/18/2011 - 10/30/2023
EDWARD JONES (SNOQUALMIE WA)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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