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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Evans is a financial advisor with Commonwealth Financial Network. Charles has been a registered representative since 1986 and is a registered investment advisor. Charles has earned several professional designations and has passed several securities exams including the Series 7, 6, 63, 65, and 24. Charles specializes in financial planning, investment management, and insurance. Charles has experience working with individuals, corporations, and charitable organizations. Charles is committed to providing his clients with personalized financial advice and guidance. Charles has experience with several financial firms including Edward Jones and F & G Securities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/15/2010 - Present
Commonwealth Financial Network (HANOVER PA)
PA
10/09/2007 - 11/06/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (HANOVER PA)
MD
11/12/2002 - 10/16/2007
EDWARD JONES (MANCHESTER MD)
PA
04/19/2002 - 11/11/2002
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
NY
03/08/1996 - 05/17/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
MO
01/27/1994 - 12/31/1995
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
01/06/1993 - 01/01/1994
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
10/21/1986 - 03/05/1991
F & G SECURITIES, INC.
IA
Issued 03/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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