Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charleston? Claim Your ProfileCharleston Brooks Williams is a financial professional with over 15 years of experience in the financial services industry. Charleston is currently registered with State Farm VP Management Corp. in Richardson, TX. Charleston has also held previous positions with MML Investors Services, Inc. and Edward Jones. Charleston holds several industry licenses and certifications, including the Series 66, Series 26, Series 6TO, SIE, and Series 7.
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.
1
2
TX
01/26/2011 - Present
State Farm VP Management Corp. (RICHARDSON TX)
IL
11/11/2008 - 11/19/2010
MML INVESTORS SERVICES, INC. (BLOOMINGTON IL)
IL
05/10/2007 - 08/04/2008
EDWARD JONES (NORMAL IL)
BOTH
Issued 05/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charleston Williams is the right advisor for you? Invested Better is here to help.
