Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Renton Fellers is a financial professional registered with Colchester Partners LLC in Boston, Massachusetts. Charles has over 20 years of experience in the financial services industry and holds the Series 7, Series 63, Series 65, and Series 79TO licenses. Charles is also registered in New York.
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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2
MA
12/12/2022 - Present
Colchester Partners LLC (BOSTON MA)
NJ
10/06/1999 - 10/23/2000
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BC
Issued 06/07/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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