Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Martin is a financial advisor with PFS Investments Inc., with over 20 years of experience in the financial services industry. Charles is a CERTIFIED FINANCIAL PLANNER™ professional. Charles has worked with various financial institutions, including Ally Invest Securities LLC, CUNA Brokerage Services, Inc., Avantax Investment Services, Inc., and LPL Financial LLC, in the past, gaining experience in multiple areas of the financial services industry. Charles has a Series 63, Series 65, Series 7, and SIE licenses. Charles specializes in providing financial advice to individuals and businesses and offers a variety of services, including portfolio management, financial planning, and insurance. Charles is committed to helping his clients achieve their financial goals and believes in building long-term relationships with each client.
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.
1
2
PA
11/27/2023 - Present
PFS Investments Inc. (MILTON PA)
NC
03/07/2022 - 10/26/2023
ALLY INVEST SECURITIES LLC (CHARLOTTE NC)
PA
06/05/2020 - 02/16/2022
CUNA BROKERAGE SERVICES, INC. (Danville PA)
PA
02/01/2020 - 05/13/2020
AVANTAX INVESTMENT SERVICES, INC. (Millville PA)
PA
10/17/2013 - 05/03/2016
LPL FINANCIAL LLC (JOHNSTOWN PA)
PA
07/22/2013 - 09/25/2013
ING FINANCIAL PARTNERS, INC. (JOHNSTOWN PA)
BC
Issued 02/01/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Martin is the right advisor for you? Invested Better is here to help.
