Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Paderick is a financial advisor who has been in the industry since 2011. Charles is currently registered with Captrust and has held previous registrations with RAYMOND JAMES FINANCIAL SERVICES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and CAPFINANCIAL SECURITIES, LLC. Charles holds Series 63, 66, 7, 9, 10 and SIE licenses. Charles offers investment advisory services including financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Charles also has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
10/18/2023 - Present
Captrust (Sanford NC)
NC
10/18/2017 - 10/23/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Sanford NC)
NC
01/08/2016 - 10/25/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANFORD NC)
NC
03/14/2014 - 10/26/2015
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
MA
05/27/2011 - 02/27/2014
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 02/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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