Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Kinsworthy is a financial professional with over 4 years of experience in the industry. Charles is currently registered with National Financial Services LLC. Prior to joining National Financial Services LLC, Charles was affiliated with TD AMERITRADE, INC. and TD AMERITRADE CLEARING, INC.. Charles holds the Series 7, Series 24, Series 63, and Series 65 licenses.
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.
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TX
12/21/2022 - Present
National Financial Services LLC (WESTLAKE TX)
TX
02/21/2018 - 08/19/2021
TD AMERITRADE, INC. (Southlake TX)
TX
04/18/2019 - 01/28/2021
TD AMERITRADE CLEARING, INC. (Southlake TX)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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