Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wimer is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Allstate Financial Services, LLC in Harrisonburg, Virginia. Prior to that, Charles worked at WELLS FARGO ADVISORS, LLC in Harrisonburg, Virginia; NATIONWIDE SECURITIES, INC. in Columbus, Ohio; METLIFE SECURITIES INC. in Springfield, Massachusetts; and METROPOLITAN LIFE INSURANCE COMPANY in New York, New York. Charles holds Series 6, Series 63 and Series 65 licenses and is registered in Virginia and West Virginia.
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.
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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2
VA
07/06/2010 - Present
Allstate Financial Services, LLC (HARRISONBURG VA)
VA
08/26/2008 - 04/27/2010
WELLS FARGO ADVISORS, LLC (HARRISONBURG VA)
OH
01/07/2004 - 04/18/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
MA
12/23/1997 - 07/22/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/23/1997 - 07/22/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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