Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Shank is a financial advisor with Fidelity Personal And Workplace Advisors. Charles has been in the industry since 2022 and has experience working with high-net-worth individuals, corporations, and pension plans. Charles holds licenses for Series 63, Series 66, and Series 7TO, along with the Securities Industry Essentials Examination (SIE). Charles specializes in financial planning, portfolio management, and selection of other advisers, and has been registered in 55 jurisdictions. Charles previously worked for T. Rowe Price Investment Services, Inc. in Colorado Springs, Colorado.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
RI
08/15/2024 - Present
Fidelity Personal AND Workplace Advisors (CUMBERLAND RI)
CO
08/26/2022 - 08/08/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 08/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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