Unclaimed
Charles P. Raleigh has been a financial advisor for over 20 years, and is currently registered with PFS Investments Inc. Charles has passed several industry exams including the Series 6, Series 26, and Series 63 exams. Charles is licensed to provide investment advice in Illinois, Connecticut, Minnesota, Missouri, New York, North Carolina, Ohio, Oklahoma and Wisconsin.
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
IL
05/03/2001 - Present
PFS Investments Inc. (LAKE IN THE HILLS IL)
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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