Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Grindstaff is a financial professional who has been in the industry since 2016. Charles is currently registered with Fidelity Brokerage Services LLC, a firm with a national scope. Previously, Charles has worked with other firms including BANC of America Investment Services, INC., Chase Investment Services Corp., CitiCorp Investment Services, and Duke & Co., INC. Charles holds Series 7, SIE, and Series 7TO licenses, allowing Charles to provide a wide range of financial services to clients. Charles is registered in 53 states and the District of Columbia.
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.
1
2
NC
05/30/2024 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
NY
12/13/2005 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LARCHMONT NY)
IL
02/05/2003 - 02/03/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
08/09/2002 - 01/27/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
11/13/1996 - 05/16/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
02/10/1996 - 10/14/1996
DUKE & CO., INC. (NEW YORK NY)
BC
Issued 06/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Charles Grindstaff is the right advisor for you? Invested Better is here to help.
