Unclaimed
Charles Adam Barnette is a financial professional registered with National Financial Services LLC. Charles holds the Series 7TO, Series 63 and SIE licenses. Charles has prior experience with Vanguard Marketing Corporation.
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
MA
05/26/2023 - Present
National Financial Services LLC (BOSTON MA)
NC
09/14/2021 - 03/07/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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