Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McKinney is a financial advisor who has been working in the industry since October 2000. Charles is registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice in South Carolina and Georgia. Charles has previously worked with Wachovia Securities, LLC, and First Union Brokerage Services, Inc. Charles has a broad range of experience in providing financial advice, including investment consulting, financial planning, and portfolio management.
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.
Investment consulting services to institutional clients
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
SC
01/11/2013 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
SC
10/01/2000 - 04/13/2009
WACHOVIA SECURITIES, LLC (ANDERSON SC)
NC
02/08/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/23/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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