Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Henderson is a registered investment advisor representative with J. W. Cole Advisors, Inc. Charles has been in the securities industry since 1994 and has been associated with J. W. Cole Advisors, Inc. since 2009. Charles has passed the Series 6, 7, 26, 63, and 65 exams. Charles has experience working in the industry in positions like investment related services, fixed insurance, and sales and service. The firm, J. W. Cole Advisors, Inc., manages over 5.7 billion in assets. The firm specializes in financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
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 consulting
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
FL
11/10/2009 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
GA
12/11/2002 - 11/17/2009
WORLD GROUP SECURITIES, INC. (DULUTH GA)
MN
10/26/1994 - 11/18/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
07/08/1994 - 10/25/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/08/1994 - 10/25/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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