Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Anthony Mejia is a financial professional with over 15 years of experience in the industry. He is currently registered with PFS Investments Inc. and is licensed in California. Charles has a strong background in investment company products and variable contracts, having earned his Series 6 license in 2008. He is also proficient in securities industry essentials, having passed the SIE exam in 2018. Charles is dedicated to providing his clients with comprehensive financial planning and portfolio management services, focusing on individuals. He has a proven track record of success in helping clients achieve their financial goals.
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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2
HI
07/21/2008 - Present
PFS Investments Inc. (KAMUELA HI)
BC
Issued 02/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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