Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wilkerson has been in the financial services industry since 1981. Currently registered with J.p. Morgan Securities LLC, Charles has also worked with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, NATIONWIDE ADVISORY SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK, INTEGRATED RESOURCES EQUITY CORPORATION, TITAN CAPITAL CORPORATION, MONY SECURITIES CORP. and FSC SECURITIES CORPORATION. Charles holds a Series 65, Series 63, Series 7, Series 1 and SIE license.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WV
10/01/2012 - Present
J.p. Morgan Securities LLC (BECKLEY WV)
WV
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEAVER WV)
IL
05/28/1997 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
07/01/1992 - 06/02/1997
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
AZ
11/19/1989 - 06/18/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/13/1980 - 04/24/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
06/21/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/15/1985 - 07/05/1988
TITAN CAPITAL CORPORATION
NA
05/13/1980 - 07/18/1987
MONY SECURITIES CORP.
NA
09/21/1983 - 12/26/1984
FSC SECURITIES CORPORATION
IA
Issued 06/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1980
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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