Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cammack is a financial advisor with over 30 years of experience in the financial services industry. Charles is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. in Alabama. Charles has a wide range of experience in the financial services industry, having previously worked at FIRST LEGACY SECURITIES, LLC, SUNSET FINANCIAL SERVICES, INC., NYLIFE SECURITIES INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Charles holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Charles has a proven track record of providing clients with personalized financial advice and investment management services. Charles is committed to helping clients achieve their financial goals.
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.
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.
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.
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2
AL
03/10/2010 - Present
Berthel, Fisher & Co. Financial Services, Inc. (SELMA AL)
AL
09/30/2008 - 02/23/2010
FIRST LEGACY SECURITIES, LLC (SELMA AL)
AL
01/06/2006 - 09/26/2008
SUNSET FINANCIAL SERVICES, INC. (SELMA AL)
NY
09/06/2000 - 01/09/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
07/18/1991 - 08/10/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/18/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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