Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Okelley has over 40 years of experience in the financial services industry. Charles is a Certified Financial Planner and Chartered Financial Consultant, and is registered with LPL Financial LLC in Florida and Texas. Charles previously worked at Summit Brokerage Services, Inc., Integrated Trading and Investments, Inc., Atlantic Coast Securities Corporation, Select Capital Corporation, F & G Securities, Inc., IEA Securities Corporation, Qualicorp Financial, Inc., and Angeles Securities Corporation. Charles is a Series 7, 24, 28, 39, 52 and 63 licensed professional. Charles's services include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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
FL
10/22/2018 - Present
LPL Financial LLC (TAMPA FL)
FL
04/02/2009 - 11/05/2018
SUMMIT BROKERAGE SERVICES, INC. (TAMPA FL)
CA
12/16/1999 - 05/18/2011
INTEGRATED TRADING AND INVESTMENTS, INC. (HUNTINGTON BEACH CA)
FL
03/03/1997 - 08/18/2010
ATLANTIC COAST SECURITIES CORPORATION (TAMPA FL)
CA
01/07/1997 - 02/25/1997
SELECT CAPITAL CORPORATION (SACRAMENTO CA)
FL
11/24/1987 - 12/31/1996
ATLANTIC COAST SECURITIES CORPORATION (TAMPA FL)
NA
08/25/1988 - 11/21/1990
F & G SECURITIES, INC.
CA
08/15/1988 - 05/21/1990
IEA SECURITIES CORPORATION (SAN FRANCISCO CA)
NA
06/05/1986 - 11/01/1987
QUALICORP FINANCIAL, INC.
NA
06/28/1984 - 10/15/1985
CONDEL SECURITIES, INC.
NA
09/04/1981 - 06/11/1984
ANGELES SECURITIES CORPORATION
BC
Issued 11/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/07/1990
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 04/03/1987
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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