Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Garrett Mutz is a financial advisor in Atlanta, Georgia. He has been in the industry since March 1999. He has been registered with Raymond James & Associates, Inc. since September 2016. Previously, Charles Garrett Mutz was registered with DEUTSCHE BANK SECURITIES INC. and CITIGROUP GLOBAL MARKETS INC. Charles Garrett Mutz holds the Series 63, Series 7 and SIE licenses. Charles Garrett Mutz provides financial planning, portfolio management for individuals and businesses, and other financial services.
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.
Please see note in schedule d - miscellaneous
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
09/06/2016 - Present
Raymond James & Associates, Inc. (Atlanta GA)
GA
05/04/2005 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
NY
03/09/1999 - 05/20/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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