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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alley is an investment advisor representative for Resolute Wealth Strategies, LLC located in Jackson, MS. Charles has been a Registered Representative since 2002 and began working as a Financial Advisor in 2005. Charles Alley has 10 years of experience in the financial services industry. Charles specializes in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Charles is also a Certified Financial Planner™.
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.
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.
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2
MS
07/26/2022 - Present
Resolute Wealth Strategies, LLC (Jackson MS)
MS
09/07/2012 - 07/28/2022
COKER & PALMER (JACKSON MS)
MS
08/23/2005 - 09/17/2012
UBS FINANCIAL SERVICES INC. (JACKSON MS)
NC
01/27/2003 - 12/07/2005
CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)
BOTH
Issued 09/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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