Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hunter Widener is a financial advisor with Truist Advisory Services, Inc., located in Charlotte, NC. Charles has been working in the financial industry since 2000. Charles is a Certified Financial Planner and has been registered with the state of North Carolina since 2021. Charles specializes in portfolio management for individuals and businesses, financial planning and selection of other advisers.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
01/19/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
12/20/2018 - 12/21/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
12/19/2017 - 12/06/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
04/09/2010 - 11/08/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
03/20/2009 - 07/22/2009
OPPENHEIMER & CO. INC. (CHARLOTTE NC)
NC
07/07/2006 - 03/16/2009
STANFORD GROUP COMPANY (CHARLOTTE NC)
NC
06/11/2002 - 07/13/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VT
03/30/1998 - 12/07/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
CT
08/03/1995 - 03/30/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 04/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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