Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robinson is a financial advisor with over 15 years of experience in the financial services industry. Charles is currently registered with Summit Financial, LLC in Matthews, North Carolina. Charles has held previous roles at LPL Financial LLC, NFP Securities, Inc., Ameriprise Financial Services, Inc., and Edward Jones. Charles is committed to providing clients with personalized financial advice and investment strategies. Charles is dedicated to helping clients achieve their financial goals. Charles is a Series 66 and Series 63 licensed advisor. Charles is also a Series 7 and SIE licensed advisor. Charles specializes in financial planning, retirement planning, and investment management. Charles serves individual investors, high-net-worth individuals, and small businesses.
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.
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.
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NC
06/08/2021 - Present
Summit Financial, LLC (MATTHEWS NC)
NC
05/06/2013 - 11/08/2017
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
09/29/2009 - 05/07/2013
NFP SECURITIES, INC. (PINEVILLE NC)
NC
08/04/2006 - 09/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
11/29/2005 - 06/08/2006
EDWARD JONES (WILMINGTON NC)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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