Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Klyng is a financial professional with over 4 years of experience in the financial services industry. Charles is currently registered with W&S Brokerage Services, Inc. and specializes in providing financial planning and portfolio management services to individuals. Charles previously worked for PRUCO SECURITIES, LLC. Charles holds the Series 6, SIE, and Series 63 licenses and is registered in the state of Texas.
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.
Helps you choose top advisors aligned with your 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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TX
07/27/2021 - Present
W&S Brokerage Services, Inc. (HOUSTON TX)
TX
06/07/2017 - 07/20/2021
PRUCO SECURITIES, LLC. (HOUSTON TX)
BC
Issued 06/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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