Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Spencer Potter is a financial advisor currently registered with Key Investment Services LLC, where Charles has been employed since April 2024. Previously, Charles was a registered representative for J.P. Morgan Securities LLC and Chase Investment Services Corp. Charles holds the Series 6, 63, and SIE securities licenses and has been in the industry since June 2017. Charles has a broad range of experience specializing in advising high-net-worth individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your 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.
1
2
OR
04/18/2024 - Present
KEY Investment Services LLC (Portland OR)
OR
10/01/2012 - 07/14/2015
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
BC
Issued 05/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Potter is the right advisor for you? Invested Better is here to help.
