Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Swiderski is a financial advisor with Paychex Securities Corp. in Phoenix, Arizona. Charles has been in the financial industry since 2013 and has experience working with various clients.
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.
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.
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AZ
02/26/2020 - Present
Paychex Securities Corp. (Phoenix AZ)
NY
11/21/2015 - 10/05/2018
KEY INVESTMENT SERVICES LLC (FAIRPORT NY)
NY
10/07/2011 - 09/22/2015
NYLIFE SECURITIES LLC (FAIRPORT NY)
NY
10/30/1995 - 11/09/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 10/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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