Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cooley is a registered representative with Valic Financial Advisors, Inc. Charles has been in the financial industry since June 2019. Charles is registered with the following states: Delaware, District of Columbia, Maryland, and Virginia. Charles has passed the Series 7TO and SIE exams. Charles is a financial advisor who can help with individual and business 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
1
2
MD
09/19/2019 - Present
Valic Financial Advisors, Inc. (LINTHICUM HEIGHTS MD)
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Charles Cooley is the right advisor for you? Invested Better is here to help.
