Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Brown is a financial professional with over 37 years of experience in the industry. He has been active in the investment business since February 1985 and currently works as an Investment Adviser Representative for Ameritas Advisory Services, LLC. Charles holds both Series 6 and Series 63 licenses, and is registered as an Investment Adviser Representative in Tennessee and Texas. Charles has also passed the SIE and Series 65 exams. Charles has a long history of working with individuals, corporations, and institutions to help them achieve their financial goals. He also offers financial planning services, pension consulting, and educational seminars.
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.
Solicitor fees
1
2
TN
11/01/2021 - Present
Ameritas Advisory Services, LLC (Memphis TN)
TN
02/27/1985 - 06/30/2006
CARILLON INVESTMENTS, INC. (MEMPHIS TN)
IA
Issued 11/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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