Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Oslund is a financial professional registered with PFS Investments Inc. in CROFTON, MD. Charlotte is a registered representative in the state of Maryland. Charlotte has passed Series 63, Series 6TO, and SIE exams. Charlotte is also a registered investment advisor representative with PFS Investments Inc.
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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MD
03/26/2021 - Present
PFS Investments Inc. (CROFTON MD)
BC
Issued 07/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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