Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Whitley is a financial advisor associated with PFS Investments Inc. Charles has been a registered representative for over 16 years and has held several licenses, including Series 6, Series 63, and SIE. Charles is registered in Alabama and has been working with PFS Investments Inc. since 2012.
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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AL
01/02/2024 - Present
PFS Investments Inc. (HOOVER AL)
AL
01/06/2012 - 12/31/2023
PFS INVESTMENTS INC. (HOOVER AL)
AL
04/27/2007 - 06/08/2010
PFS INVESTMENTS INC. (BIRMINGHAM AL)
BC
Issued 05/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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