Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Waddell is a financial advisor registered with Lincoln Investment. He is active in both broker-dealer and investment advisor capacities. He is also registered to conduct business in 11 states, including Florida, Colorado, Georgia, and New Jersey. Charles Waddell has been in the financial industry since November 3, 1995, and holds Series 6, 7, and 66 licenses. His areas of expertise include portfolio management for individuals and businesses.
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.
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.
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
FL
06/13/2017 - Present
Lincoln Investment (West Palm Beach FL)
FL
07/27/2010 - 01/03/2017
LEGEND EQUITIES CORPORATION (WEST PALM BEACH FL)
FL
01/10/2008 - 05/05/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
05/03/2004 - 12/31/2007
CAPITAL ANALYSTS, INCORPORATED (BOCA RATON FL)
FL
11/25/2003 - 05/03/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MO
06/15/2002 - 12/18/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
12/13/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
10/24/1994 - 11/16/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Waddell is the right advisor for you? Invested Better is here to help.
