Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edward Benton is a financial advisor registered in Wisconsin and has been working in the industry since November 8, 2017. Charles currently works with PFS Investments Inc. in Madison, WI. Charles provides investment advice and financial planning services for individuals, high net worth individuals, charitable organizations, and businesses. Charles holds a Series 63, Series 65 and SIE licenses and has been registered with FINRA and the SEC.
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
01/01/2025 - Present
PFS Investments Inc. (MADISON WI)
IA
Issued 06/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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