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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Nicholas Powell is a financial advisor with Fidelity Personal and Workplace Advisors. Charles Powell has been in the financial industry since 1998 and has been registered with Fidelity Personal and Workplace Advisors since 2018. Charles Powell's primary office is located in Westlake, TX. Fidelity Personal and Workplace Advisors provides financial planning and portfolio management for individuals and businesses. They also offer educational seminars to help their clients learn about financial planning and investing.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 04/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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