Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bennett is a financial advisor at &partners, LLC, a firm with over $1 billion in assets under management. Charles has been active in the financial industry since 1991 and has worked with various firms throughout his career. Charles holds a wide array of licenses and registrations, including Series 63, Series 10, Series 9, Series 8, Series 7 and SIE. In addition to his financial advisory role, Charles is also a horse and cattle rancher. Charles is a registered Investment Advisor Representative in the state of Texas.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
06/28/2024 - Present
&partners (Clayton MO)
TX
04/21/2022 - 07/05/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PALESTINE TX)
TX
01/01/2008 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (PALESTINE TX)
TX
11/29/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PALESTINE TX)
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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