Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Grant is a financial advisor with LPL Financial LLC. Charles has been in the industry since June 1998 and is registered to provide investment advice in several states, including Florida, Virginia, and Texas. Charles is committed to providing personalized financial advice to individuals, families, and businesses. Charles offers a wide range of services, including financial planning, portfolio management, and retirement planning. Charles is a highly experienced advisor with a proven track record of success.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/30/2021 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
03/05/2018 - 05/04/2021
SYNOVUS SECURITIES, INC. (JACKSONVILLE FL)
FL
08/27/2014 - 03/13/2018
PRUCO SECURITIES, LLC. (Jacksonville FL)
FL
10/21/2009 - 08/21/2014
EQUITY SERVICES, INC. (JACKSONVILLE FL)
FL
06/02/1998 - 10/15/2009
AXA ADVISORS, LLC (JACKSONVILLE FL)
NY
06/02/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/07/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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