Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Grien Triplett is a financial advisor with over 20 years of experience in the financial industry. Charles has held positions with several firms, including Morgan Stanley and Citigroup Global Markets Inc. Currently, Charles is registered with Raymond James Financial Services Advisors, Inc. and is affiliated with Parkway Wealth Management Group LLC. Charles holds several securities licenses, including Series 6, 7, 31, 63, and 65. Charles specializes in providing financial advice to individuals, corporations, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/16/2016 - Present
Raymond James Financial Services Advisors, Inc. (PLANO TX)
TX
06/01/2009 - 06/30/2016
MORGAN STANLEY (PLANO TX)
TX
05/26/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
NJ
04/02/1998 - 05/23/2000
COPELAND EQUITIES LLC (SOMERSET NJ)
IA
Issued 08/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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