Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Jenkins is a financial professional with over 30 years of experience in the industry. Charles currently works with Wells Fargo Clearing Services, LLC and provides financial services to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Charles has a diverse background in the financial services industry, having previously worked with Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles is licensed in a number of states and holds various FINRA and state licenses, including Series 7, 9, 10, 31, 63, and 65. Charles is a trusted advisor who can help clients with a variety of financial planning needs.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/24/2021 - Present
Wells Fargo Clearing Services, LLC (AUGUSTA GA)
NY
11/24/2000 - 11/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/12/1991 - 12/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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