Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Douglas is a financial advisor at PFS Investments Inc. Charlotte is licensed to provide investment advice in 13 states, and has been in the industry since January 2012. Charlotte is a registered representative of PFS Investments Inc. and has passed exams SIE, Series 6, and Series 63. Charlotte's current firm PFS Investments Inc. has offices in Duluth, GA and Maryland Heights, MO and is a registered investment advisor with approximately 8.46 billion dollars in assets under management.
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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2
MO
01/20/2012 - Present
PFS Investments Inc. (MARYLAND HEIGHTS MO)
BC
Issued 04/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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