Unclaimed
Charles Brannon is a financial advisor with over 30 years of experience in the industry. Charles is registered with PFS Investments Inc. and is licensed to sell securities in Ohio and Indiana. Charles currently works in the New Philadelphia, Ohio branch office. Charles provides financial advice to individuals, corporations, and charitable organizations. Charles is committed to helping clients achieve their financial goals. PFS Investments Inc. offers a variety of financial services, including portfolio management, financial planning, and investment advisory services.
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
OH
01/05/2012 - Present
PFS Investments Inc. (NEW PHILADELPHIA OH)
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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