Unclaimed
Charles Edward Hale is a financial advisor registered with PFS Investments Inc. and has been in the industry since 2003. Charles has been an active representative of PFS Investments Inc. since 2013. Charles is also registered with the state of Oregon. In addition to working as an advisor, Charles is also involved in the sales of investment-related products for companies affiliated with PFS Investments Inc.
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
OR
03/21/2013 - Present
PFS Investments Inc. (HILLSBORO OR)
OR
08/19/2003 - 05/22/2012
PFS INVESTMENTS INC. (PORTLAND OR)
IA
Issued 01/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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