Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Everett Winfrey is an investment advisor representative at Brookstone Capital Management LLC. Charles has been in the industry for over 20 years and has experience working with high-net-worth individuals, corporations, and other businesses. Charles also provides financial planning, educational seminars, and selection of other advisors. In the past, Charles has worked with The Rollover Company Inc., Questar Capital Corporation, and The O.N. Equity Sales Company. Charles is a registered investment advisor in Georgia, North Carolina, and Tennessee.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
IL
05/12/2015 - Present
Brookstone Capital Management LLC (WHEATON IL)
TN
12/07/2010 - 10/09/2012
QUESTAR CAPITAL CORPORATION (NASHVILLE TN)
TN
12/21/2005 - 11/11/2010
THE O.N. EQUITY SALES COMPANY (NASHVILLE TN)
AL
01/05/2004 - 10/04/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
OH
05/06/2002 - 01/20/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
12/20/1999 - 05/15/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Charles Winfrey is the right advisor for you? Invested Better is here to help.
