Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Frederick Neal is a financial advisor with Private Client Services, LLC. Charles has been a financial advisor for over 20 years and holds Series 66, Series 24 and Series 7 licenses. In addition to his work at Private Client Services, Charles is also the President and Founder of CFN Insurance Services and CFN Wealth Management, LLC. Charles is also an adjunct professor of Economics and Finance at Ottawa University. Charles is committed to providing his 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
01/04/2010 - Present
Private Client Services, LLC (JEFFERSONVILLE IN)
IN
01/14/2005 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (JEFFERSONVILLE IN)
NJ
11/08/2002 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
KY
09/12/2001 - 10/23/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 09/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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