Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Carson has been in the industry for over 9 years and is currently registered with Benjamin F. Edwards & Company, Inc.. Charles is a registered investment advisor representative (IAR) with the state of Alabama. Prior to this role, Charles was with WELLS FARGO CLEARING SERVICES, LLC., where he held various positions. Charles has a wide range of experience in the industry, including financial planning, pension consulting, and portfolio management. Charles has held Series 7, 66, and 9 licenses. Charles is dedicated to helping clients achieve their financial goals.
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
AL
05/18/2022 - Present
Benjamin F. Edwards & Company, Inc. (Troy AL)
AL
03/13/2014 - 05/23/2022
WELLS FARGO CLEARING SERVICES, LLC (TROY AL)
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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