Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cleveland Whitley is a financial advisor with PFS Investments Inc., located in Hoover, AL. Charles has been in the financial services industry since 1996. Charles is registered with the state of Alabama as a Registered Representative and Investment Advisor Representative. Charles holds the Series 6, 63, 26, and 65 licenses and the SIE designation. Charles has experience working with individuals, corporations, and charitable organizations.
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
07/21/2011 - Present
PFS Investments Inc. (HOOVER AL)
IA
Issued 01/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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