Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cardona is a financial advisor with over 30 years of experience in the financial services industry. Charles has a strong background in investment company products and variable contracts. Charles is currently registered with PFS Investments Inc. and holds several licenses and certifications, including Series 6, Series 26, and Series 63. Charles has a wide range of experience and expertise, providing services to 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.
1
2
CA
12/07/1988 - Present
PFS Investments Inc. (RANCHO CUCAMONGA CA)
BC
Issued 05/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Cardona is the right advisor for you? Invested Better is here to help.
