Unclaimed
Charles Berdin is a financial professional with over 5 years of experience in the industry. Charles is currently registered with PFS Investments Inc. in New York. Charles holds Series 6, SIE, and Series 63 licenses. Charles has provided financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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2
NY
10/25/2021 - Present
PFS Investments Inc. (BELLEROSE NY)
NY
06/14/2018 - 02/03/2021
PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)
BC
Issued 03/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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