Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Rex Scott is a financial advisor with Charles Schwab & CO., Inc., based in Tysons Corner, VA. Charles has been in the financial industry since 2013 and has a Series 7 and Series 66 license, as well as the SIE exam. Charles has previously worked at TRUIST INVESTMENT SERVICES, INC., METLIFE SECURITIES INC., and NEW ENGLAND SECURITIES. Charles offers financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
11/22/2022 - Present
Charles Schwab & CO., Inc. (Tysons Corner VA)
GA
11/04/2015 - 10/11/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
01/02/2015 - 10/06/2015
METLIFE SECURITIES INC. (ATLANTA GA)
GA
08/23/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
BOTH
Issued 07/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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