Unclaimed
Charles Riddell Huntington is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Charles has been in the financial services industry since 1993. Charles has a Series 7, Series 31, and Series 63 licenses, as well as a Series 65 license. Charles provides financial planning, portfolio management, and investment consulting services to individuals, corporations, and institutional 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/15/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WAYNE PA)
PA
04/03/2009 - 10/15/2021
WELLS FARGO CLEARING SERVICES, LLC (CHESTERBROOK PA)
PA
04/04/1997 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)
NY
01/04/1993 - 04/11/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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