Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Peter Schwartz is a financial advisor in the St. Louis area. Charles has been in the financial services industry since 2003 and has a diverse background in financial planning and wealth management. Charles currently works with Benjamin F. Edwards & Company, Inc., a leading investment firm with a strong focus on client relationships. Charles has a proven track record of working with clients to help them achieve their financial goals. Charles has a strong understanding of various investment strategies, and is committed to providing personalized and comprehensive financial advice.
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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2
MO
05/11/2023 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
03/17/2020 - 05/24/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
07/23/2018 - 06/10/2019
PRIVATE CLIENT SERVICES, LLC (Kirkwood MO)
MO
11/11/2016 - 07/25/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/22/2014 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
01/01/2008 - 01/22/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
08/19/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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