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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Williams is a financial advisor with Equitable Advisors, LLC in Carmel, Indiana. Charles has been working in the financial services industry since 1991 and has held licenses in Indiana, Kentucky, Ohio, Pennsylvania, and West Virginia. He is registered with FINRA and holds a Series 7, Series 6, Series 24, Series 63, and Series 66 license. Charles is also registered as an investment advisor representative in Indiana, Kentucky, Ohio, Pennsylvania, and West Virginia. Charles specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. He has experience working with high-net-worth individuals, corporations, and charitable organizations. Charles is a member of the Antelope Club in Indianapolis, Indiana, where he serves as the Membership Committee Chair.
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.
A percentage of the total value of assets under management is charged.
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2
IN
04/16/2010 - Present
Equitable Advisors, LLC (CARMEL IN)
MA
09/07/2001 - 07/23/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/24/1991 - 06/27/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/24/1991 - 06/27/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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