Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edward Drake is a financial advisor with Equitable Advisors, LLC. Charles has been working in the financial services industry since February 8, 1991. Charles is a registered representative in Florida, Georgia, North Carolina, Ohio, South Carolina and Texas. Charles has passed the Series 6, Series 7, Series 63 and Series 65 exams. Charles is also a Registered Representative of and offers securities and investment advisory services through Equitable Advisors, LLC (Equitable Advisors), a subsidiary of Equitable Holdings, Inc., and a member of FINRA, SIPC. Charles is registered with the following states: Florida, Georgia, North Carolina, Ohio, South Carolina and Texas. Charles specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Charles also provides advisory services for pension and profit-sharing plans, corporations, or other 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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
07/14/2014 - Present
Equitable Advisors, LLC (GREENWOOD SC)
NY
06/02/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
03/21/1996 - 01/12/1998
J.C. BRADFORD & CO. (NEW YORK NY)
NY
09/22/1989 - 04/04/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/22/1989 - 04/04/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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