Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Rebhan is a financial advisor with over 20 years of experience in the financial services industry. Charles currently works at Raymond James Financial Services Advisors, Inc., located in Jacksonville, Florida. Charles provides financial advice to individuals, families, and businesses. Charles offers a wide range of financial services, including portfolio management, financial planning, and retirement planning. Charles has a strong track record of success in helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
02/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
02/17/2012 - 02/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
04/06/1999 - 03/06/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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