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 Woods is an investment professional with PFS Investments Inc. Charles William Woods is registered in Oklahoma and is a licensed investment advisor. Charles William Woods has been in the industry since June 5, 2022. Charles William Woods specializes in investments. Charles William Woods has passed the Series 6TO and SIE exams.
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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OK
06/06/2022 - Present
PFS Investments Inc. (TULSA OK)
BC
Issued 08/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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