Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Shefsky is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Jackson National Life Distributors LLC and has been with them since 2010. Previously, Charles worked at AXA Distributors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles holds the Series 7 and Series 66 licenses. Charles holds licenses in Florida and New Jersey.
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.
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2
TN
08/02/2010 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
NC
04/12/2004 - 07/26/2010
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
06/11/2001 - 06/06/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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