Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles S Weeks is a financial advisor with over 20 years of experience in the industry. He is currently registered with the state of Pennsylvania and is associated with Weeks Financial Services, LLC, which is located in Erdenheim, Pennsylvania. He is also a Chartered Financial Analyst (CFA) and holds Series 7, 63 and 65 licenses.
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
PA
09/17/2014 - Present
Weeks Financial Services, LLC (ERDENHEIM PA)
PA
02/13/2001 - 03/15/2002
INVESTOR FORCE SECURITIES, INC. (WAYNE PA)
NA
12/10/1992 - 09/03/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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