Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McCarty is a registered investment advisor representative with PFS Investments Inc., with over 10 years in the securities industry. Charles holds Series 6, Series 63, and SIE licenses. Charles is currently registered to provide advisory services in Ohio and Virginia. Charles is also registered as an investment advisor representative in Ohio. Charles is located in Dayton, Ohio. Charles offers investment advisory services to individuals and businesses. Charles has previously worked at Primerica Financial Services.
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
OH
03/06/2013 - Present
PFS Investments Inc. (DAYTON OH)
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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