Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wilder Greenlee has been in the financial services industry since 1994. Charles is a registered representative with Raymond James & Associates, Inc. and is licensed in 25 states and two provinces. Charles holds the Series 7, 63, and 65 licenses. Charles has experience working with a variety of clients including high-net-worth individuals, insurance companies, corporations, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
07/07/2021 - Present
Raymond James & Associates, Inc. (JACKSON MS)
MS
05/26/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
MS
02/28/2006 - 05/26/2006
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MS
05/31/1994 - 02/28/2006
TRUSTMARK SECURITIES, INC. (JACKSON MS)
IA
Issued 04/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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