Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Jenkins has been working in the financial industry since April 6, 1986. Charles is currently registered with LPL Financial LLC as an Investment Advisor Representative and has a Series 63, 65, 7 and SIE license. Charles's previous employers include Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, The Stuart-James Company, Inc. and First Investors Corporation. Charles has 8 active registrations in Alabama, Arizona, Colorado, Florida, Georgia, Massachusetts, New Jersey and New York.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/01/2023 - Present
LPL Financial LLC (ORANGE PARK FL)
FL
12/18/2009 - 11/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
07/01/2003 - 12/21/2009
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
NY
12/10/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/26/1987 - 01/01/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/21/1987 - 07/21/1987
THE STUART-JAMES COMPANY, INC.
NA
10/26/1983 - 01/11/1985
FIRST INVESTORS CORPORATION
IA
Issued 01/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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