Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Jensen is a financial advisor with over 30 years of experience in the financial services industry. Charles is a registered representative of Stifel, Nicolaus & Company, Inc., and holds the Series 7 and Series 66 licenses. Charles has a strong background in investment management and financial planning. Charles is dedicated to providing personalized financial advice to individuals and families. Charles specializes in investment planning, retirement planning, and estate planning. Charles has held previous roles at RBC Capital Markets Corporation, Salomon Smith Barney Inc., and Piper Jaffray Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
12/23/2013 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
MN
10/11/2002 - 04/25/2008
RBC CAPITAL MARKETS CORPORATION (MINNETONKA MN)
NY
09/26/1997 - 10/22/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
05/05/1989 - 10/08/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
07/22/1987 - 05/22/1989
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
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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