Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mcclendon Steele is a financial advisor with over 15 years of experience in the industry. Charles is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, and has held previous positions with Cambridge Investment Research, Inc., Equity Services, Inc., and Ameriprise Financial Services, Inc. Charles is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Charles specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Charles is committed to providing clients with personalized financial advice and guidance to help them 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.
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
GA
07/03/2017 - Present
Kestra Advisory Services, LLC (Alpharetta GA)
GA
11/16/2015 - 06/22/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Atlanta GA)
GA
06/09/2009 - 12/11/2015
EQUITY SERVICES, INC. (ATLANTA GA)
GA
01/01/2006 - 05/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
BOTH
Issued 01/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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