Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edwards is a registered Investment Advisor Representative with Tandem Investment Advisors Inc. located in Charleston, South Carolina. Charles has passed the Series 65, Series 6TO, and the SIE exams. Previously, Charles worked at Trinity Wealth Securities, L.L.C. in Tampa, Florida. Charles Edwards has been involved in the securities industry for over 4 years.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Uma model provider
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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SC
02/22/2024 - Present
Tandem Investment Advisors Inc. (CHARLESTON SC)
FL
10/09/2020 - 02/22/2021
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
IA
Issued 09/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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