Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Proctor is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Guidestone Financial Services and holds Series 6 and 63 licenses. Charles has a strong background in providing investment advice and wealth management services to individuals and families. Charles has held previous positions at Northwestern Mutual Investment Services, LLC, PFPC Distributors, Inc., and First Tennessee Brokerage, Inc.. Charles is dedicated to providing clients with personalized financial solutions that meet their unique needs and goals.
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.
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.
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2
TX
09/05/2011 - Present
Guidestone Financial Services (DALLAS TX)
TN
04/30/2007 - 07/31/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN TN)
ME
10/06/2006 - 03/07/2007
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
ME
11/13/2003 - 08/31/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
TN
04/18/2000 - 10/29/2003
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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