Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Atkins is a securities professional with over 15 years of experience in the financial services industry. Charles is currently registered with Foreside Fund Services, LLC in Kingston, New York. Charles holds the Series 7 and Series 63 licenses and the SIE exam. Prior to joining Foreside Fund Services, LLC, Charles worked at Tangent Capital Partners, LLC and Prime Capital Services, Inc.
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.
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.
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NY
12/28/2015 - Present
Foreside Fund Services, LLC (Kingston NY)
NY
12/03/2013 - 12/31/2015
TANGENT CAPITAL PARTNERS, LLC (WOODSTOCK NY)
NY
05/01/2007 - 02/23/2012
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BC
Issued 03/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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