Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Clark has been in the financial services industry since 1979. Charles is a Certified Financial Planner® professional, with a wealth of experience. Charles is currently registered as a Registered Representative with Wells Fargo Advisors Financial Network, LLC. Charles is also registered with various states as an Investment Advisor Representative, including Kentucky, Texas and others. Charles has extensive experience with previous employers including Lincoln Financial Securities Corporation and Securian Financial Services, Inc.. Charles is committed to providing comprehensive financial services to clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
KY
10/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OWENSBORO KY)
KY
05/29/2002 - 07/22/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (OWENSBORO KY)
MN
05/03/1990 - 06/28/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
11/01/1983 - 01/18/1990
MONARCH SECURITIES, INC.
NA
12/03/1984 - 03/14/1986
MUTUAL SERVICE CORPORATION
NA
07/23/1979 - 04/11/1983
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
09/14/1977 - 10/18/1978
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 02/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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