Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Sylvester is a financial professional with over 20 years of experience in the industry. Charles is a Registered Representative with Equitable Distributors, LLC and is currently licensed in Arkansas, Louisiana, Mississippi, Oklahoma, and Texas. Charles has held previous positions with CROSSMARK DISTRIBUTORS, INC. and INVESCO DISTRIBUTORS, INC. Charles has a strong background in investments and holds a variety of licenses and certifications, including the Series 6, 7, 24, and 63 exams.
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
NC
06/22/2023 - Present
Equitable Distributors, LLC (Charlotte NC)
TX
06/07/2019 - 06/01/2023
CROSSMARK DISTRIBUTORS, INC. (HOUSTON TX)
TX
06/21/2000 - 06/03/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 03/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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