Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Sells is an investment advisor representative at WMG Financial Advisors, LLC in Knoxville, Tennessee. Charles has been in the industry since 1996 and has experience with a variety of financial products and services. Charles has earned the Series 63, 65, 7, and SIE licenses as well as the Series 24 principal license. In addition to WMG Financial Advisors, LLC, Charles has previous experience at firms including Concourse Financial Group Securities, Inc., Lincoln Financial Securities Corporation, MetLife Securities Inc., AXA Advisors, LLC, PFS Investments Inc., American United Life Insurance Company, AUL Equity Sales Corp., The Equitable Life Assurance Society of the United States. Charles specializes in providing financial planning services to individuals, businesses, and pension and profit-sharing plans. Charles has also been involved in consulting, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles.
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.
Consulting
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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TN
01/22/2025 - Present
WMG Financial Advisors, LLC (KNOXVILLE TN)
TN
12/08/2017 - 07/28/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (KNOXVILLE TN)
TN
06/06/2014 - 12/17/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (KNOXVILLE TN)
TN
11/14/2012 - 06/04/2014
METLIFE SECURITIES INC. (KNOXVILLE TN)
TN
02/10/2009 - 11/16/2012
AXA ADVISORS, LLC (KNOXVILLE TN)
GA
01/06/2009 - 02/11/2009
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/03/2003 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
IN
09/01/2000 - 05/31/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/01/2000 - 05/31/2001
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
NY
06/20/1996 - 08/02/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/20/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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