Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Houston is a financial advisor at Edward Jones, with over 25 years of experience in the financial services industry. Charles is a CERTIFIED FINANCIAL PLANNER™ professional and holds licenses in various states, including North Carolina, Texas, and California. Charles has a strong background in financial planning and investment management. Charles is committed to providing personalized financial advice to individuals and families. Charles previously worked at SunTrust Investment Services, Inc. and Investors Associates, Inc. Charles is a highly skilled financial advisor with a proven track record of success.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
01/03/2019 - Present
Edward Jones (APEX NC)
GA
02/01/1997 - 09/21/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NJ
06/20/1996 - 12/18/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BOTH
Issued 08/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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