Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Michael Jones is a financial advisor with Stonex Advisors Inc. Charles has over 20 years of experience in the financial services industry. Charles is registered with the state of Alabama as an Investment Advisor Representative. Charles is also registered with FINRA and is a Series 66, Series 7 and SIE licensed representative.
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.
Financial consulting 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.
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2
AL
08/03/2018 - Present
Stonex Advisors Inc. (Gadsden AL)
AL
02/13/2013 - 08/09/2018
RAYMOND JAMES & ASSOCIATES, INC. (GADSDEN AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GADSDEN AL)
AL
01/03/2001 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (GADSDEN AL)
MN
09/11/2000 - 01/18/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/11/2000 - 01/18/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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