Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kevin Caddick is a Registered Investment Advisor at Procyon Advisors, LLC. He is licensed in New York and has been in the industry since 1983. Charles Kevin Caddick holds Series 6, 7, 63, and 65 licenses and has a Chartered Financial Consultant designation. Charles Kevin Caddick has experience working at several firms, including Park Avenue Securities LLC, Guardian Investor Services Corporation, PMG Securities Corporation, and W. S. Griffith & Co., Inc.
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.
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
CT
09/10/2021 - Present
Procyon Advisors, LLC (SHELTON CT)
NY
05/03/1999 - 11/28/2007
PARK AVENUE SECURITIES LLC (WOODBURY NY)
NY
06/22/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
02/17/1994 - 06/05/1995
PMG SECURITIES CORPORATION (ELGIN IL)
CT
10/04/1983 - 02/17/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
10/04/1983 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
10/04/1983 - 11/21/1984
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Charles Caddick is the right advisor for you? Invested Better is here to help.
