Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Flager has over 23 years of experience in the financial services industry. Charles is currently a registered representative with State Farm Investment Management Corp. Charles's previous experience includes working with Wachovia Securities, LLC, Prudential Securities Incorporated, and Waddell & Reed, Inc. Charles has been active in the financial services industry since 1999.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
WA
04/15/2022 - Present
State Farm Investment Management Corp. (Spokane WA)
MO
07/01/2003 - 02/06/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/09/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
KS
07/19/1999 - 10/12/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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