Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Larkam is a financial advisor who has been in the industry for over 40 years. Charles has been with Equitable Advisors, LLC since 1999 and has a proven track record of helping individuals and families achieve their financial goals. Charles holds a Series 6, 7, 26, 63, and 65 license, and has expertise in financial planning, portfolio management, and insurance. Charles is committed to providing personalized financial advice and helping clients make informed decisions about their financial future.
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.
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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TX
06/03/2021 - Present
Equitable Advisors, LLC (AUSTIN TX)
NY
02/26/1982 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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