Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kesler ii is a financial professional with over 17 years of experience in the industry. Charles has a strong track record of success in providing financial advice to individuals, corporations, and charitable organizations. Charles is a registered representative of PFS Investments Inc. and holds a Series 6, Series 26 and Series 63 license. Charles specializes in investment company products and variable contracts. PFS Investments Inc. is a leading provider of financial services with a focus on delivering personalized financial solutions.
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.
1
2
CA
05/19/2006 - Present
PFS Investments Inc. (NEWARK CA)
BC
Issued 05/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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