Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Ann Ikeda is a financial professional who has been in the industry since October 24, 2016. Currently, Charlene is a registered representative with PFS Investments Inc., based in Honolulu, HI. Charlene holds the Series 6, SIE, and Series 63 licenses. She has been associated with PFS Investments Inc. since May 3, 2017. Charlene has been registered with the state of Hawaii since May 3, 2017.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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HI
05/03/2017 - Present
PFS Investments Inc. (HONOLULU HI)
HI
06/17/2016 - 12/23/2016
PFS INVESTMENTS INC. (HONOLULU HI)
BC
Issued 03/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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