Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alexandre Hudelot is a financial advisor with D.A. Davidson & Co., and has been in the industry since February 11, 2016. Charles is registered in 51 states, the District of Columbia and Washington as both a broker-dealer and investment advisor. He specializes in providing a range of financial services including: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Charles is also a Certified Financial Planner. Prior to joining D.A. Davidson & Co., Charles was a financial advisor at Key Investment Services LLC and Equitable Advisors, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
09/09/2024 - Present
D.a. Davidson & Co. (Covington WA)
WA
10/27/2023 - 08/08/2024
KEY INVESTMENT SERVICES LLC (Federal Way WA)
WA
09/11/2023 - 10/17/2023
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
WA
09/08/2015 - 05/15/2023
FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)
BOTH
Issued 10/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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