Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wayman Thomasson is a financial professional with over 30 years of experience in the industry. Charles is currently registered with Ameriprise Financial Services, LLC and has been affiliated with the firm since March 2020. Charles has been a registered representative since June 1991. Previously, Charles was a registered representative with IDS Life Insurance Company and MONY Securities Corp. Charles holds a Series 6, Series 7, Series 10, Series 24, Series 51, and Series 63 license. Charles is also a Chartered Financial Consultant. Charles specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Charles is registered to provide investment advice in 24 states and the District of Columbia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
OH
02/23/2017 - Present
Ameriprise Financial Services, LLC (Pepper Pike OH)
MN
06/24/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/17/1983 - 01/23/1984
MONY SECURITIES CORP.
NA
03/29/1983 - 09/16/1983
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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