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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Priest is a financial advisor with Fidelity Personal and Workplace Advisors. Charles has been in the financial services industry since 2017. Charles has a Series 7, Series 10, and Series 66. Charles is registered to provide investment advice in 53 states and the District of Columbia. Charles provides financial planning services to individuals, families, and businesses. Charles also offers portfolio management services for individuals and businesses. Charles is a sole proprietor of a music/entertainment business. Charles is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
FL
11/16/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
07/13/2017 - 08/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 09/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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