Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Page is a financial professional with over 10 years of experience in the industry. Charles is currently registered with Farmers Financial Solutions, LLC. Charles holds the Series 6, Series 63, and SIE licenses and is registered to provide securities and investment advisory services in California. Previously, Charles was registered with First Investors Corporation.
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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CA
11/20/2013 - Present
Farmers Financial Solutions, LLC (SARATOGA CA)
CA
10/18/2012 - 10/14/2013
FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)
CA
01/25/2012 - 08/30/2012
FIRST INVESTORS CORPORATION (SAN JOSE CA)
BC
Issued 02/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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