Unclaimed
Charles McDaniel is a financial professional with over 30 years of experience in the industry. Charles currently works at FBL Marketing Services, LLC, where Charles has been registered since 1993. Charles is licensed in Arizona, Colorado, Idaho, Montana, North Dakota, Utah, Washington, Wisconsin and Wyoming. Charles holds the Series 6, Series 26 and Series 63 licenses.
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.
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.
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2
IA
10/08/1993 - Present
FBL Marketing Services, LLC (WEST DES MOINES IA)
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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