Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Nelson Whitener is a financial advisor at PFS Investments Inc., headquartered in Duluth, Georgia. Charles has been working in the financial services industry since 1983, and holds a Series 6, Series 26, and Series 63 license. Charles Whitener has been registered with FINRA since 1983. Charles Whitener is a registered advisor in 25 states. Charles Whitener is registered with PFS Investments Inc. and the state of Texas. Charles Whitener specializes in providing portfolio management services for individuals.
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
TX
07/13/1983 - Present
PFS Investments Inc. (MANSFIELD TX)
BC
Issued 07/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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