Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mather is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Truist Securities, Inc. and has previously held positions at WELLS FARGO SECURITIES, LLC and BANC OF AMERICA SECURITIES LLC. Charles holds a variety of licenses, including Series 7, 24, 52, 53, 57, and 63, demonstrating his expertise in multiple areas of financial services. Charles has a broad range of experience in the financial services industry, making him a valuable resource for clients seeking guidance on investments, retirement planning, and other financial matters.
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.
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.
1
2
NC
09/08/2021 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
03/09/2011 - 06/02/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
10/15/1998 - 04/03/2008
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 03/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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