Unclaimed
Charles William Rymer is an Investment Advisor Representative associated with First Command Advisory Services. Charles has been in the industry since October 13, 2020, and is licensed in multiple states including Alabama, California, Colorado, Florida, Massachusetts, North Carolina, South Carolina, and Texas. Charles is also licensed to provide investment advice in Alabama, Colorado, North Carolina, and Texas. Charles is a Civil Engineering Officer in the United States Air Force Reserve, and dedicates 11 to 20 hours per month to this role. Charles has obtained the Series 7TO and Series 66 licenses, along with the Securities Industry Essentials (SIE) exam. Charles specializes in Financial Planning and Portfolio Management for Individuals and can provide guidance to high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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TX
01/07/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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