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Charles Thompson Pope

Weild & Co.

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About Charles Thompson Pope

Charles Pope is a financial advisor with over 25 years of experience in the industry. Charles has a strong background in investment banking and has held positions at various firms including Mid-Market Securities, LLC, Independent Investment Bankers, Corp., and Source Capital Group, Inc. Charles is currently registered with Weild & Co. and holds Series 6, 7, 24, 63, 65, 79TO, and 82TO licenses.

Firm Information

Charles Pope is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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 Pope’s Registration & Firm History

NY

03/09/2022 - Present

Weild & Co. (NEW YORK NY)

NY

04/24/2020 - 02/27/2022

MID-MARKET SECURITIES, LLC (MOUNT KISCO NY)

TX

10/28/2016 - 07/05/2019

INDEPENDENT INVESTMENT BANKERS, CORP. (AUSTIN TX)

NY

11/09/2005 - 12/31/2015

SOURCE CAPITAL GROUP, INC. (NEW YORK NY)

NJ

11/15/2002 - 11/04/2005

E1 ASSET MANAGEMENT, INC. (JERSEY CITY NJ)

NY

10/09/2001 - 10/29/2002

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

01/02/2000 - 07/24/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/12/1994 - 04/20/1999

CHARLES W. CAMMACK ASSOCIATES, INC. (NEW YORK NY)

NJ

06/03/1993 - 04/29/1994

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 01/31/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Thompson Pope.
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