Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McGrane is a registered representative in Colorado with P.j. Robb Variable, LLC. Charles has been in the financial services industry since 2013 and has experience with The Leaders Group, Inc., Transamerica Capital, Inc., Pruco Securities, LLC, and LPL Financial LLC. Charles holds the Series 63, Series 7 and SIE licenses.
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.
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.
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NC
08/30/2024 - Present
P.j. Robb Variable, LLC (Charlotte NC)
CO
09/30/2022 - 05/20/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
11/01/2018 - 10/12/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NJ
09/07/2016 - 01/29/2018
PRUCO SECURITIES, LLC. (NEWARK NJ)
NC
04/30/2012 - 05/24/2016
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
06/15/2010 - 04/30/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 07/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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