Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Ryan Jaquess is a financial advisor who has been in the industry since 2012. He is currently registered with SPC and holds the Series 7, Series 66 and SIE licenses. Charles provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. He is licensed to provide financial advice in California, Kansas, New Mexico, North Carolina, Oklahoma, Oregon, and Texas. In addition to his role at SPC, Charles also serves as a successor trustee for his deceased grandparents' trust and is an independently licensed insurance agent.
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.
Consultation services
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.
Seminar attendance fees
1
2
TX
02/02/2016 - Present
SPC (Allen TX)
TX
06/01/2012 - 02/03/2016
EDWARD JONES (PLANO TX)
BOTH
Issued 06/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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