Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cooke is a financial advisor with Allegiance Financial Group. Charles has been in the industry since 2002 and has experience with a wide range of clients, including high-net-worth individuals, corporations, pension plans and charitable organizations. Charles has a special focus on providing financial planning, pension consulting, and investment management services. Charles has a strong track record of success and is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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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NC
09/03/2021 - Present
Allegiance Financial Group (WILMINGTON NC)
NC
04/30/2010 - 11/04/2015
WOODBURY FINANCIAL SERVICES, INC. (GOLDSBORO NC)
NC
07/10/2006 - 05/04/2010
NATIONAL PLANNING CORPORATION (GOLDSBORO NC)
NC
04/22/2005 - 07/07/2006
STERNE, AGEE & LEACH, INC. (GOLDSBORO NC)
NC
01/12/2004 - 04/06/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NC
09/04/2001 - 08/01/2002
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NJ
03/24/2000 - 05/15/2001
E*TRADE INSTITUTIONAL SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 07/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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