Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Frederick Parry is a financial advisor with over 30 years of experience in the industry. Charles Parry is currently registered with Wells Fargo Clearing Services, LLC. Charles Parry has also previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, PAINEWEBBER INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED, and SHEARSON LEHMAN HUTTON INC.. Charles Parry is licensed to offer investment advice in numerous states across the US.
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
UT
10/17/2019 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
06/12/2009 - 10/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
CA
09/08/2000 - 06/15/2009
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
NJ
04/26/1996 - 09/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/29/1990 - 05/01/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/20/1988 - 02/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 02/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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