Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Clementson is a financial advisor with Colonial Trust Advisors, Inc.. Charles has been in the industry since 1999 and holds Series 63, 66, and 7 licenses. Charles has experience with a variety of clients including individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Colonial Trust Advisors, Inc. is a registered investment advisor based in Spartanburg, South Carolina. They are committed to providing their clients with a personalized approach to financial planning and investment management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
SC
12/16/2021 - Present
Colonial Trust Advisors, Inc. (SPARTANBURG SC)
SC
02/17/2021 - 10/15/2021
TRUIST INVESTMENT SERVICES, INC. (SPARTANBURG SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
09/09/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SPARTANBURG SC)
SC
07/26/2012 - 09/19/2014
PROEQUITIES, INC. (PIEDMONT SC)
MO
06/15/2002 - 03/20/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
03/07/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MO
10/26/1999 - 01/11/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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