Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Nelson is a financial advisor with PFS Investments Inc. based in APPLETON, WI. Charles has been in the industry since 2001 and has a strong track record of success. Charles is licensed to provide investment advice in multiple states, including Wisconsin, Texas, Ohio, Minnesota, and North Carolina. Charles has a wide range of experience in the financial services industry, including experience with individual and corporate clients. Charles specializes in providing investment advice and portfolio management services. Charles is committed to providing clients with personalized financial advice and guidance.
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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WI
04/03/2013 - Present
PFS Investments Inc. (APPLETON WI)
IA
Issued 07/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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