Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Clement Teden is an investment advisor representative with Alpha Omega Wealth Management, LLC, based in Richmond, Virginia. Charles has been in the financial services industry since March 2008 and has worked at Davenport & Company LLC and Alpha Omega Investment Advisors. Charles specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Charles holds a Series 7 and Series 66 license.
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.
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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VA
04/24/2018 - Present
Alpha Omega Wealth Management, LLC (RICHMOND VA)
VA
06/14/2016 - 04/19/2018
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 12/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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