Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Meade is a financial advisor with over 40 years of experience in the industry. Charles currently works at Raymond James Financial Services Advisors, Inc. in Bethel, Connecticut. Prior to joining Raymond James, Charles worked at A. G. Edwards & Sons, Inc., Moseley Securities Corporation, and Moseley, Hallgarten & Estabrook Inc. Charles is registered as a Registered Representative and Investment Advisor Representative in Connecticut. Charles has a comprehensive understanding of the financial services industry and offers a wide range of services, including financial planning, portfolio management, and investment advice.
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
CT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BETHEL CT)
MO
12/23/1987 - 06/17/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
02/23/1979 - 01/01/1988
MOSELEY SECURITIES CORPORATION
NA
11/27/1978 - 02/23/1979
MOSELEY, HALLGARTEN & ESTABROOK INC
BC
Issued 11/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/07/1987
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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