Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Williamson is a financial professional with over 20 years of experience in the financial services industry. Charles has a broad range of experience, having worked at several firms including ICON DISTRIBUTORS, INC., WM FINANCIAL SERVICES, INC., JANUS DISTRIBUTORS LLC, and INVESCO DISTRIBUTORS, INC. Charles Williamson is currently registered with Charles Schwab & CO., Inc. and holds Series 6, 7, 63, and 65 licenses. Charles offers financial planning, selection of other advisors and other advisory services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
05/16/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
12/02/2004 - 09/14/2009
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CA
03/10/2004 - 12/16/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CO
05/27/1999 - 08/25/2003
JANUS DISTRIBUTORS LLC (DENVER CO)
TX
04/22/1997 - 05/18/1999
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 06/15/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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