Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charley? Claim Your ProfileCharley Alynn Eubanks is a financial advisor with over 20 years of experience in the industry. Charley has been registered with Charles Schwab & CO., Inc. since August 2018. Prior to that, Charley worked at TD Ameritrade, Inc. from July 2021 to December 2023. Charley also has previous experience with Hilltop Securities Independent Network Inc. and Hilltop Securities Inc. Charley holds licenses for Series 7, 9, 10, 24, and 66 exams. Charley is a registered representative in Texas and Louisiana. In addition to providing financial advice, Charley owns rental property in Plano, Texas. Charley is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
TX
08/21/2018 - Present
Charles Schwab & CO., Inc. (PLANO TX)
NE
07/27/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
TX
03/06/2012 - 07/26/2018
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (DALLAS TX)
TX
12/19/2002 - 07/24/2018
HILLTOP SECURITIES INC. (DALLAS TX)
BOTH
Issued 04/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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