Charles Reyes (CRD# 6477297) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Palm Coast, FL and has over 6 years of experience in the finance industry. Charles Reyes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6192512
Edward Jones
CRD# 3108019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6496410
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Palm Coast, FL | Oct 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Palm Coast, FL | Oct 2020 - Current | 3 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Mar 2018 - Oct 2020 | 2 |
| Morgan Stanley | Ormond Beach, FL | Feb 2018 - Oct 2020 | 2 |
| Bankers Life Securities Inc. | Daytona Beach, FL | Jun 2017 - Feb 2018 | < 1 |
| Bankers Life & Casualty | Daytona Beach, FL | May 2016 - Feb 2018 | 1 |
| Stetson University | Deland, FL | Jan 2015 - May 2016 | 1 |
| Us Foods | Port Orange, FL | May 2005 - Jan 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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