Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kaimalu Cope is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Kailua Kona, Hawaii. Charles holds both Series 63 and 65 securities licenses and has been in the industry since 2020. Charles's experience includes positions at Morgan Stanley and Merrill Lynch. Charles specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
06/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Kailua Kona HI)
IA
Issued 06/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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