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Charles Stafford Poole

Multi-Bank Securities, Inc.

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About Charles Stafford Poole

Charles Stafford Poole is a registered representative with Multi-Bank Securities, Inc. based in Fort Lauderdale, Florida. Charles has been in the securities industry since April 19, 2012 and is registered in 49 states, as well as Puerto Rico and the Virgin Islands. Charles holds the Series 7, 99, 63 and SIE licenses.

Firm Information

Charles Poole is currently registered with Multi-Bank Securities, Inc.. Multi-Bank Securities, Inc. is a corporation formed in 1987 and is registered to provide services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Charles Poole’s Registration & Firm History

FL

04/20/2012 - Present

Multi-Bank Securities, Inc. (FT. LAUDERDALE FL)

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Licenses & Designations

BC

Issued 07/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Stafford Poole.
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