Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Sampson is a financial advisor registered with Charles Schwab & Co., Inc. Charles has been in the securities industry since 1992. Charles is registered in 25 states and has passed Series 66, Series 63, Series 10, Series 9, Series 8, Series 7 and SIE exams. Charles has previously worked at THE HUNTINGTON INVESTMENT COMPANY, SCOTTRADE, INC. and J. W. GANT & ASSOCIATES, 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
05/07/2019 - Present
Charles Schwab & CO., Inc. (Columbus OH)
OH
06/04/2018 - 05/02/2019
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
01/22/2008 - 03/08/2018
SCOTTRADE, INC. (WESTERVILLE OH)
IN
04/24/1992 - 01/10/2008
CHARLES SCHWAB & CO., INC. (FISHERS (INDIANAPOLIS) IN)
NA
08/15/1991 - 02/10/1992
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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