Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Verner is a financial advisor with UBS Financial Services Inc. Charles is a registered investment advisor representative, a registered representative, and a general securities representative. Charles holds Series 7, Series 63, and Series 65 licenses. Charles has been in the financial services industry for 41 years and is licensed to provide financial advice in 24 states. Charles is currently employed at UBS Financial Services Inc. in Fort Lauderdale, Florida. Prior to joining UBS, Charles was employed at First Florida Securities Group, Inc., First Heritage Corporation, and First Florida Securities, Inc. Charles's specialties include portfolio management, financial planning, and investment advisory services.
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.
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.
See schedule d - miscellaneous
1
2
FL
05/27/2003 - Present
UBS Financial Services Inc. (FT. LAUDERDALE FL)
NA
12/23/1985 - 08/25/1987
FIRST FLORIDA SECURITIES GROUP, INC.
NA
06/10/1985 - 01/02/1986
FIRST HERITAGE CORPORATION
NA
10/20/1983 - 06/10/1985
FIRST FLORIDA SECURITIES, INC.
IA
Issued 10/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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