Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Canaday is a financial professional registered with PFS Investments Inc. Charles has been in the industry since May 2015. Charles specializes in portfolio management for individuals. Charles is licensed in Alabama and holds the Series 6 and Series 63 securities licenses. Charles has been active as an investment advisor representative for PFS Investments Inc. since May 2015.
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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AL
05/29/2015 - Present
PFS Investments Inc. (DAPHNE AL)
BC
Issued 06/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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