Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edmond Genois is a financial advisor with Raymond James Financial Services Advisors, Inc., who has been in the industry since November 14, 1991. Charles is registered with the state of Louisiana and Texas. He has experience working with a range of clients, including high-net-worth individuals, corporations, and insurance companies. Charles provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Charles also has experience in working with senior management from client HR departments to service the term life platform.
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
LA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (METAIRIE LA)
LA
08/06/2001 - 05/24/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
FL
12/08/1999 - 08/03/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
11/13/1991 - 12/07/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
11/13/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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