Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Crook is an investment advisor representative at Edward Jones. Charles has been in the industry since 2004 and is registered with FINRA and the state of Texas. Charles has Series 7, 9, 10, 24 and 66 securities licenses and has been working with Edward Jones since 2004. Charles is a Registered Representative of Edward Jones and offers a range of services to clients, including financial planning, portfolio management and selection of other advisers.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
05/11/2007 - Present
Edward Jones (TEXARKANA TX)
TX
10/06/2004 - 04/05/2007
EDWARD JONES (TEXARKANA TX)
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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