Unclaimed
Charles Kevin Feath is a financial advisor who has been in the industry since 1986. Charles is currently registered with GWN Securities Inc. and has been with them since 2004. Charles has held previous positions with Money Concepts Capital Corp, PMG Securities Corporation, Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., and PEB Financial Group, Inc.. Charles has passed the Series 6, Series 63, and SIE exams and is licensed in Delaware, Florida, Maryland, North Carolina, Pennsylvania, and Virginia. Charles specializes in providing financial planning, market timing services, and selection of other advisors.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
PA
02/04/2004 - Present
GWN Securities Inc. (WAYNE PA)
FL
01/02/2004 - 03/10/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IL
07/12/2001 - 12/31/2003
PMG SECURITIES CORPORATION (ELGIN IL)
AZ
01/31/1997 - 07/16/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
07/24/1992 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IL
07/03/1986 - 07/29/1992
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
BC
Issued 12/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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