Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charley? Claim Your ProfileCharley Porter is a financial advisor at Fidelity Personal and Workplace Advisors with over 20 years of experience in the financial services industry. Charley has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Charley has a strong understanding of the financial markets and is committed to providing personalized advice that meets the individual needs of each client. Charley holds the Series 6, 7, 63, and 66 securities licenses and is also a Certified Financial Planner.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
09/20/2010 - 10/20/2010
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
05/10/2010 - 10/13/2010
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
TX
02/20/2009 - 05/18/2010
LPL FINANCIAL CORPORATION (HOUSTON TX)
TX
01/09/2008 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
MO
06/21/2007 - 08/30/2007
EDWARD JONES (ST. LOUIS MO)
TX
04/19/2000 - 06/07/2007
ALLSTATE FINANCIAL SERVICES, LLC (HOUSTON TX)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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