Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Walker is a financial advisor with PFS Investments Inc. Charles has been in the industry since 2001 and has experience in the financial services industry. Charles has a Series 63 and 65 licenses, and holds a Series 26 and SIE designation. Charles has a strong background in helping clients with their financial planning needs. Charles specializes in providing financial advice to individuals.
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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NC
12/08/2021 - Present
PFS Investments Inc. (HUNTERSVILLE NC)
GA
05/17/2005 - 02/01/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
09/16/1999 - 04/05/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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