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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bradshaw is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Charles has been in the financial services industry since 1998. He has experience in providing investment advisory services to individuals and businesses. Charles is a Certified Financial Planner and holds the Series 7, 63, 31, and SIE licenses. Charles is currently registered with Wells Fargo Advisors Financial Network, LLC, and is also registered in 26 states.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
05/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
10/01/1999 - 05/02/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
NC
10/15/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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