Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robert Wick is a registered investment advisor representative with Edward Jones. Charles has been in the financial services industry since November 2001. Charles holds the Series 63, Series 66 and Series 7 securities licenses. Charles is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kansas, Kentucky, Massachusetts, Minnesota, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wyoming. Charles is also licensed to provide investment advisory services in Colorado and Texas. Charles is affiliated with Edward Jones which is a broker-dealer and investment advisor. Edward Jones has been in business since 1922 and has over 19,000 financial advisors across the United States and Canada. Edward Jones provides financial planning, portfolio management, and retirement planning services to individuals and families.
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.
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.
See schedule d - miscellaneous
1
2
CO
01/15/2019 - Present
Edward Jones (GYPSUM CO)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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