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CW

Charles W. Wiseley

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CRD#: 470508
CW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Wayne Wiseley was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1967. Charles had worked at 8 firms and has passed the Series 65, Series 63, Series 15, PC, Series 000, Series 1, Series 4, Series 24, Series 53 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 22, 2011 - November 2, 2012

INTL ADVISORY CONSULTANTS INC.

RIA
CRD#: 130888
TULSA, OK
Past

March 3, 2011 - November 2, 2012

STONEX SECURITIES INC.

BD
CRD#: 18456
TULSA, OK
Past

September 6, 1998 - February 17, 2011

MOMENTUM INDEPENDENT NETWORK INC.

RIA
CRD#: 17587
TULSA, OK
Past

September 23, 1997 - February 17, 2011

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
TULSA, OK
Past

August 27, 1996 - September 24, 1997

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

August 14, 1989 - September 6, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 14, 1973 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

August 22, 1967 - February 25, 1974

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

August 21, 1967 - August 23, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/30/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 11/23/1982
Foreign Currency Options Examination
General Industry/Product Exam
RR
PC
Date: 9/2/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 8/21/1967
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 8/21/1967
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 4/11/1981
NYSE Branch Manager Examination

Current Firm


IA
INTL ADVISORY CONSULTANTS INC.
INTL ADVISORY CONSULTANTS INC. | STERNE AGEE INVESTMENT ADVISORS, INC. | STERNE AGEE ASSET MANAGEMENT, INC.

CRD#: 130888 / SEC#: 801-63297

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Contact information


Main Address
2 Perimeter Park South Suite 100 East, Birmingham, AL 35243
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTL ADVISORY CONSULTANTS INC.

CRD#: 130888

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