Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Levar Richmond is a financial advisor associated with PFS Investments Inc., a company that specializes in financial planning and portfolio management. Charles Richmond has been in the industry since 2014 and has worked with clients in various areas, including investment company products and variable contracts. Charles Richmond holds multiple licenses, including Series 6, 63, 26, and SIE, and is a Certified Financial Planner. Charles Richmond is registered to provide investment advisory services in several states, including Texas, Mississippi, Kentucky, and Alaska.
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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LA
09/25/2023 - Present
PFS Investments Inc. (BOGALUSA LA)
BC
Issued 07/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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