Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Stanly Cunningham is a financial advisor with over 40 years of experience in the industry. Charles has a wide range of experience and expertise. Charles is registered with Kestra Advisory Services, LLC and has been with the firm since January 2022. Previously, Charles was registered with LPL Financial LLC from January 2006 to February 2022. Charles is committed to providing personalized financial advice to help clients reach their financial goals. Charles is also a Chartered Financial Consultant (ChFC), a designation that demonstrates knowledge and expertise in financial planning.
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.
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
NC
02/01/2022 - Present
Kestra Advisory Services, LLC (Raleigh NC)
NC
01/27/2006 - 02/04/2022
LPL FINANCIAL LLC (RALEIGH NC)
NY
06/01/2005 - 02/02/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/22/1979 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/22/1979 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 07/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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