Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McLean is a registered representative with SPC. Charles has been in the industry since 2001 and has a strong track record of providing financial advice to individuals, families, and businesses. Charles holds a variety of licenses and certifications, including Series 7, Series 10, Series 63, and Series 66. Charles specializes in providing financial planning, investment management, and retirement planning services. Charles also has experience in helping clients with college savings, insurance planning, and estate planning. Charles is committed to providing his clients with personalized financial advice and services that are tailored to their individual needs.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/17/2019 - Present
SPC (ANN ARBOR MI)
LA
06/25/2004 - 04/01/2009
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (BOSSIER CITY LA)
TN
04/12/2001 - 06/28/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
03/02/2001 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Charles McLean is the right advisor for you? Invested Better is here to help.
