Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Nagelvoort is a financial advisor who has been in the industry since 1998. Charles is currently registered with Edward Jones and has been with the firm since 2012. Prior to that, Charles worked at Charles Schwab & Co., Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Prudential Securities Incorporated. Charles is registered to provide securities and investment advisory services in 28 states. Charles holds FINRA Series 7, 10, 9, 24, 63, 65, and 66 licenses, as well as the SIE. Charles specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
See schedule d - miscellaneous
1
2
VA
08/28/2017 - Present
Edward Jones (FRONT ROYAL VA)
MO
09/04/2008 - 06/07/2012
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
MO
01/01/2008 - 08/25/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
01/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/02/1998 - 01/04/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 10/01/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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