Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dodds, a Certified Financial Planner™ and Chartered Financial Consultant, is a financial advisor with Commonwealth Financial Network. Charles has over 30 years of experience in the financial services industry. He provides a variety of financial planning and investment management services to individuals, families, and businesses. Charles is committed to helping his clients achieve their financial goals. He is a registered representative of Commonwealth Financial Network.
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.
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.
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TX
06/15/2021 - Present
Commonwealth Financial Network (El Paso TX)
TX
11/13/2014 - 06/22/2021
RAYMOND JAMES & ASSOCIATES, INC. (EL PASO TX)
TX
12/11/2009 - 11/17/2014
VOYA FINANCIAL ADVISORS, INC. (EL PASO TX)
TX
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (EL PASO TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EL PASO TX)
NY
02/04/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/22/1986 - 02/06/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1994
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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