Unclaimed
Nadia Charles is a financial professional with over 10 years of experience in the financial services industry. Nadia is currently registered with PFS Investments Inc. in Florida and has been with the firm since 2016. Prior to that, Nadia worked for the same firm in Fort Lauderdale, Florida. Nadia specializes in providing financial planning and investment advice. Nadia holds the Series 6, Series 26, and SIE licenses.
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.
1
2
FL
01/26/2016 - Present
PFS Investments Inc. (TAMARAC FL)
FL
10/29/2012 - 12/31/2015
PFS INVESTMENTS INC. (FORT LAUDERDALE FL)
BC
Issued 11/26/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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