Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Prather is a financial advisor with Wealthplan Partners, and has been working in the financial industry since 1996. He is registered in 17 states, including Colorado, Arizona, Arkansas, Florida and Georgia. Charles has a background in securities and investment advisory, and also has experience in life insurance, variable annuities and long term care insurance. Charles is a Certified Financial Planner and has a strong track record of success in providing financial planning and investment management services. He has worked with both individuals and businesses in a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
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
CO
01/07/2020 - Present
Wealthplan Partners (Westminster CO)
CO
02/07/2017 - 06/14/2024
SECURITIES AMERICA, INC. (WESTMINSTER CO)
CO
12/18/2014 - 02/15/2017
LPL FINANCIAL LLC (WESTMINSTER CO)
CO
08/25/2011 - 12/23/2014
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
02/14/2001 - 08/26/2011
CUSO FINANCIAL SERVICES, L.P. (DENVER CO)
NA
01/17/1995 - 04/30/1997
CORPORATE NETWORK BROKERAGE SERVICES, INC.
KS
01/28/1994 - 04/30/1997
CORPORATE NETWORK BROKERAGE SERVICES, INC. (OVERLAND PARK KS)
NA
10/22/1986 - 05/31/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 10/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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