Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Copas is a financial professional with over 20 years of experience in the financial services industry. Currently, Charles is registered with Allstate Financial Services, LLC. Charles is a Series 6 and SIE licensed representative. Charles has held previous positions with Cambridge Investment Research, Inc., Ridgeway & Conger, Inc., Lifemark Securities Corp., and Linsco/Private Ledger Corp.. Charles has been registered in six states and has a history of being a Registered Representative in the states of Alabama, Florida, Indiana, Kentucky, Tennessee, and Texas.
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.
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.
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2
KY
07/20/2017 - Present
Allstate Financial Services, LLC (BOWLING GREEN KY)
KY
06/17/2015 - 07/26/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bowling Green KY)
NY
11/30/2009 - 07/13/2015
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
KY
09/22/2005 - 11/30/2009
LIFEMARK SECURITIES CORP. (TOMPKINSVILLE KY)
SC
02/13/2004 - 09/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 02/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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