Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Victor Stoelker is a financial advisor with Wells Fargo Clearing Services, LLC. Charles has been in the industry since 1981 and has held licenses with several firms, including First Union Capital Markets Corp., Butcher & Singer Inc., and Legg Mason Wood Walker, Incorporated. Charles has extensive experience in the financial services industry and has demonstrated commitment to client satisfaction. Charles specializes in working with individuals, businesses, and institutions to provide investment advice and financial planning services.
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
09/20/2016 - Present
Wells Fargo Clearing Services, LLC (CONSHOHOCKEN PA)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
03/27/1990 - 01/01/1991
BUTCHER & SINGER INC.
NA
07/20/1981 - 01/01/1991
BUTCHER & SINGER INC.
MD
06/10/1988 - 04/04/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 08/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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