Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Konrade is a financial advisor with PFS Investments Inc. located in OKLAHOMA CITY, OK. Charles has been in the industry since 1987. Charles is registered to offer securities in Kansas. Charles holds the Series 63, Series 6TO, SIE, and Series 6 licenses. Charles is also registered with FINRA and the state of Kansas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OK
03/28/2023 - Present
PFS Investments Inc. (OKLAHOMA CITY OK)
NA
08/06/1987 - 07/26/1990
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 09/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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