Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Belk is a registered representative with PFS Investments Inc., an investment firm based in Duluth, Georgia. Charles is a highly experienced financial professional who has been in the industry since 1995. Charles holds the Series 6, Series 63, and SIE licenses. Charles has worked with PFS Investments since 2009, with a previous office location in Duluth, Georgia. Currently, Charles works in the Orange Park, Florida office.
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.
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FL
06/28/2017 - Present
PFS Investments Inc. (ORANGE PARK FL)
FL
07/14/2009 - 10/04/2016
PFS INVESTMENTS INC. (ORANGE PARK FL)
GA
01/04/1994 - 05/20/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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