Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Nail is a financial advisor with Equitable Advisors, LLC, in Plano, Texas. He is licensed to provide investment advice in Georgia, Louisiana, and Texas. Charles holds the Series 63, Series 65, Series 7TO, and the SIE exams. He is also a member of the Plano Chamber Young Professionals Committee, the City House Non-Profit, and the Rotary Club. He has been in the financial industry since 2019. His firm Equitable Advisors, LLC, is a large financial firm with over 141,000 clients and $32.26 billion in assets under management. They offer a variety of financial services, including financial planning, portfolio management, 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.
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2
TX
10/29/2019 - Present
Equitable Advisors, LLC (PLANO TX)
IA
Issued 08/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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