Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wanebo is an investment advisor representative with Raymond James Financial Services Advisors, Inc. He is also registered as an investment advisor representative with the State of Texas. Charles has been in the financial industry since January 2, 1995. Charles Wanebo holds licenses for Series 7, Series 63, and Series 65. He has been registered with Raymond James Financial Services Advisors, Inc. since August 1, 2024. Prior to that, he was registered with WELLS FARGO CLEARING SERVICES, LLC. He is a Registered Representative of Raymond James Financial Services, Inc. Charles Wanebo is affiliated with Mt. Garfield Wealth Management Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Grand Junction CO)
CO
11/06/2001 - 08/12/2024
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
MO
01/03/1995 - 11/07/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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