Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joyner is a financial advisor with over 20 years of experience. Charles has held various positions at prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Hancock Whitney Investment Services Inc., Primevest Financial Services, Inc., Wells Fargo Advisors, LLC, Wachovia Securities, LLC, SunTrust Securities, Inc., NationsBanc Investments, Inc., and NationsSecurities. Charles currently works as a registered representative at LPL Financial LLC. The firm focuses on providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Charles specializes in providing personalized financial planning, investment management, and retirement planning services.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
05/21/2024 - Present
LPL Financial LLC (TAMPA FL)
FL
06/22/2020 - 12/05/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKELAND FL)
FL
02/13/2012 - 07/07/2020
HANCOCK WHITNEY INVESTMENT SERVICES INC. (TAMPA FL)
MN
08/13/2009 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
FL
12/10/2007 - 06/17/2009
WELLS FARGO ADVISORS, LLC (CLEARWATER FL)
MO
10/15/2003 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
GA
09/22/2000 - 10/08/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
05/16/1998 - 02/07/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/01/1998 - 04/14/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
04/03/1996 - 01/01/1998
NATIONSSECURITIES
MA
01/02/1996 - 03/28/1996
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
08/13/1993 - 01/03/1996
NATIONSSECURITIES
IA
Issued 04/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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