Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kenneth Leith is a financial advisor who has been in the industry since 1988. Currently, Charles is a registered representative at Chapin, Davis, in Bala Cynwyd, Pennsylvania. Charles has a diverse range of experience working with various clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
PA
11/16/2023 - Present
Chapin, Davis (Bala Cynwyd PA)
PA
03/28/2019 - 08/05/2020
EMERGING GROWTH EQUITIES, LTD. (BRYN MAWR PA)
NJ
12/09/2010 - 03/16/2019
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
12/18/2008 - 02/18/2009
UVEST FINANCIAL SERVICES GROUP, INC. (RADNOR PA)
PA
05/31/2006 - 02/21/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST CONSHOHOCKEN PA)
PA
08/27/1994 - 08/17/2006
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
MA
02/26/1997 - 12/20/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/21/1982 - 08/12/1994
G. R. PHELPS & CO., INC.
BC
Issued 03/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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