Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Jackson Vickery has been a financial professional for over 40 years. Charles is a registered representative in Georgia and Texas and is currently registered as an investment advisor representative in those states, as well as pending approval in Florida. Charles is also a licensed insurance agent in Georgia and specializes in providing financial planning, investment management, and insurance services. Charles is a Chartered Financial Consultant and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Currently, Charles works with Elevate Wealth Advisory, Inc. which is located in Athens, Georgia.
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.
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.
1
2
GA
10/24/2011 - Present
Elevate Wealth Advisory, Inc. (ATHENS GA)
GA
11/03/1982 - 01/16/2014
FSC SECURITIES CORPORATION (ATHENS GA)
NA
04/01/1974 - 07/20/1989
HOME LIFE INSURANCE COMPANY
NA
06/03/1982 - 01/11/1983
HOME LIFE EQUITY SALES CORP.
BC
Issued 09/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 03/29/1974
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Charles Vickery is the right advisor for you? Invested Better is here to help.
