Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joseph Reyes is a financial advisor with Schwab Wealth Advisory, Inc., located in Palm Coast, FL. Charles has been working in the financial services industry since 2017. He holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Charles is a Certified Financial Planner (CFP®) and specializes in providing financial planning, portfolio management for individuals and businesses. Charles previously worked with Morgan Stanley and Bankers Life Securities, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
12/01/2020 - Present
Schwab Wealth Advisory, Inc. (PALM COAST FL)
FL
03/06/2018 - 10/29/2020
MORGAN STANLEY (ORMOND BEACH FL)
FL
07/19/2017 - 03/12/2018
BANKERS LIFE SECURITIES, INC. (DAYTONA BEACH FL)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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