Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Stokes is a registered representative with U.S. Bancorp Investments, Inc., a firm that offers investment advisory services. Charles is licensed to provide investment advice in North Carolina. Charles has a background in the financial services industry, having passed several industry exams, including the Series 7TO and Series 63. Charles's specialties include investment advice for individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
08/09/2024 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 08/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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