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 Rusmisel is a financial advisor with Truist Advisory Services, Inc. in Covington, Virginia. Charles has over 30 years of experience in the financial services industry. He is a registered representative and investment advisor representative. Charles holds Series 63, 66, 7, 24, and SIE licenses. Charles's previous experience includes working as a financial advisor at BB&T Securities, LLC, BB&T Investment Services, Inc., NCF Financial Services, Inc., Invest Financial Corporation, and AXA Advisors, LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (COVINGTON VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
11/01/2002 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LEXINGTON VA)
NC
09/30/2002 - 10/25/2002
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
05/24/2002 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
03/15/2000 - 06/06/2002
AXA ADVISORS, LLC (NEW YORK NY)
NC
09/22/1993 - 03/03/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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