Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Counce is a financial advisor with Cetera Investment Advisers LLC. Charles has been in the industry since 1999 and has experience in various financial areas. Charles has worked with other firms in the past including BANCORPSOUTH INVESTMENT SERVICES, INC., LPL FINANCIAL CORPORATION, and EDWARD JONES. Charles is currently registered with the state of Mississippi as an Investment Advisor Representative.
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
MS
01/21/2014 - Present
Cetera Investment Advisers LLC (CORINTH MS)
MS
03/11/2010 - 01/04/2013
BANCORPSOUTH INVESTMENT SERVICES, INC. (CORINTH MS)
SC
04/02/2009 - 03/16/2010
LPL FINANCIAL CORPORATION (FORT MILL SC)
MS
06/22/1999 - 04/06/2009
EDWARD JONES (CORINTH MS)
BOTH
Issued 1/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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