Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles John Petredis is a Registered Investment Advisor, with over 27 years of experience in the financial services industry. Charles has a long history of serving clients with a focus on developing and managing investment portfolios tailored to their needs and goals. He has worked for several financial institutions, including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and currently, Petredis Investment Advisors. Charles holds Series 63 and 65 securities licenses as well as Series 7 and SIE. He is also a member of the Finance Committee at Shadyside Academy, the Endowment Committee at Shadyside Academy, and the Finance Committee at Holy Trinity Greek Orthodox Church. Charles is committed to providing his clients with personalized and professional financial guidance and works closely with them to develop customized investment strategies.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
PA
01/12/2023 - Present
Petredis Investment Advisors (WARRENDALE PA)
PA
03/01/2006 - 12/07/2022
WELLS FARGO CLEARING SERVICES, LLC (SEWICKLEY PA)
PA
10/10/1994 - 03/01/2006
HUNTER ASSOCIATES, INC. (PITTSBURGH PA)
PA
04/20/1983 - 10/11/1994
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Charles Petredis is the right advisor for you? Invested Better is here to help.
