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 Taylor is an investment advisor representative. Charles has been in the securities industry for over 23 years, beginning their career in 2000. Charles is currently registered with Capital Synergy Partners in Charlotte, NC and Irvine, CA. Charles has a diverse background working with individuals and high-net-worth individuals. Their experience includes working with firms such as Invest Financial Corporation, Synergy Investment Group, LLC, New England Securities, AFS Brokerage, Inc. and Conseco Securities, Inc.. Charles offers a variety of services to clients, including financial planning, selection of other advisers, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Csp receives third party referral, selection & monitoring fees
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2
NC
09/27/2023 - Present
Capital Synergy Partners (CHARLOTTE NC)
NC
10/17/2008 - 12/12/2016
INVEST FINANCIAL CORPORATION (CHARLOTTE NC)
NC
01/21/2005 - 10/07/2008
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
NY
12/03/2002 - 12/06/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
06/10/2002 - 10/29/2002
AFS BROKERAGE, INC. (AUSTIN TX)
IN
04/07/2000 - 06/11/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/03/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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