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 Coldwell is a financial professional with over 20 years of experience in the industry. Currently, Charles is registered with Pentegra Distributors Inc. and is based in White Plains, New York. He holds the Series 6, Series 63, and SIE licenses. Charles has previously worked with New England Securities in Darien, Connecticut.
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.
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.
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NY
08/17/2011 - Present
Pentegra Distributors Inc. (WHITE PLAINS NY)
CT
04/18/2003 - 07/22/2011
NEW ENGLAND SECURITIES (DARIEN CT)
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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