Unclaimed
Natalie Charles is a registered representative with PFS Investments Inc. Natalie has been working in the financial industry since September 3, 2013 and holds the Series 6, Series 63, and SIE licenses. Natalie focuses on individual portfolio management and is registered to provide financial advice in Florida, New Jersey, New York, North Carolina, and Virginia.
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
NJ
09/04/2013 - Present
PFS Investments Inc. (ARAMUS NJ)
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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