Unclaimed
Charles Chidiebele Igwilo is a registered representative with Fidelity Personal AND Workplace Advisors. Charles has been in the industry since 2018 and is currently licensed in 52 states. Charles is a licensed Investment Advisor Representative in Colorado and Texas and can provide a variety of financial planning and portfolio management services to individuals, businesses, and investment companies.
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.
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
CO
05/30/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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