Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Glenn Cunningham is an investment advisor representative currently associated with Osaic Wealth, Inc.. Charles has been in the industry since September 12, 1996, and has worked at several other firms in the past, including Securities America, Inc. and Pro-Integrity Securities, Inc.. Charles is registered to provide investment advice in multiple states, including Texas, Arizona, Colorado, Florida, Kansas, Maryland, New Mexico, North Dakota, and Oklahoma.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (AMARILLO TX)
TX
01/06/2004 - 06/14/2024
SECURITIES AMERICA, INC. (AMARILLO TX)
TX
05/30/2003 - 12/31/2003
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
MO
01/01/1999 - 06/10/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
08/19/1996 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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