Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Judson Keys is a financial advisor at U.S. Bancorp Investments, Inc. located in Baker City, OR. Charles has been a registered representative in the financial industry since May 2011 and is also an investment advisor representative. Charles specializes in providing financial advice to individuals and businesses, including portfolio management, financial planning, and investment management. Charles has a broad range of experience in the financial industry, including experience working for U.S. Bank and U.S. Bancorp Investments, Inc. Charles is a Series 7, 6, 63, and 65 licensed advisor. He is also a Series 26 principal licensed advisor. Charles has a strong commitment to providing his clients with personalized financial advice and is dedicated to helping them 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.
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
OR
10/29/2020 - Present
U.s. Bancorp Investments, Inc. (Baker City OR)
OR
05/30/2011 - 12/01/2014
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
IA
Issued 10/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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