Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Eugene Rucker Jr. is a financial advisor who has been in the industry since 1993. Charles is currently registered with Osaic Wealth, Inc. as an investment advisor representative and is also registered with the state of Maryland and Virginia. Previously, Charles has been registered with Woodbury Financial Services, Inc., Truist Investment Services, Inc., Capital One Investment Services LLC, Chevy Chase Financial Services, CitiCorp Investment Services, NYLife Securities Inc. and La Jolla Capital Corporation. Charles holds a Series 7, 63, 65, 66, 24 and 39 license and has experience with financial planning, portfolio management, investment advice, and insurance planning. Charles is currently the financial advisor at Capital Harvest Wealth Partners.
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.
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2
VA
01/19/2024 - Present
Osaic Wealth, Inc. (Vienna VA)
MD
06/11/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Bethesda MD)
MD
11/04/2014 - 05/03/2021
TRUIST INVESTMENT SERVICES, INC. (SILVER SPRING MD)
VA
04/27/2010 - 11/05/2014
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
03/17/2006 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
NY
04/29/2004 - 05/12/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MD
01/29/2003 - 01/28/2004
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
NY
09/09/2002 - 11/15/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
07/09/2001 - 08/22/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MD
05/01/1995 - 04/30/2001
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
CA
04/04/1994 - 08/11/1994
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
MN
12/04/1993 - 03/10/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/04/1993 - 03/10/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
07/08/1993 - 08/17/1993
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 09/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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