Hello! I'm
Charlotte
Nanette Williams
About Me
Financial Consultant based in United States
With over 25 years of experience working with four prestigious firms in the United States, I have accumulated enough experience to manage & improve your investment portfolio. I have successfully passed five brokerage examinations and gotten license registrations in over thirty-eight states.
I have a stellar track record of meeting & exceeding the financial targets of my numerous clients, you can read some of my client reviews below. If you are willing to learn how to take calculated risks and elaborately implement multiple trading strategies to ensure consistent profit in the financial markets, I will invest my time and substantial experience in making sure you succeed financially.
Name Occupation
Charlotte Nanette Williams
Investment Adviser
Freelance
- Â
Available
Charlotte Nanette Williams
Investment Adviser, Charlotte N Williams FINANCIAL SERVICES, LLC.
Work Experience
My Experience
I have Twelve years of experience working with five brokerage/investment firms in the United States.
LPL FINANCIAL, LLC (CRD#:6413)
06/24/2013 - 09/21/2020 (7 years)
Registered | Representative
LINCOLN FINANCIAL SECURITIES CORPORATION (CRD#:3870)
01/12/2009 - 06/27/2013 (4 years)
LINCOLN FINANCIAL SECURITIES CORPORATION B (CRD#:3870)
01/05/2009 - 06/27/2013 (4 years)
Charlotte Nanette Williams
My Examinations
I have successfully passed five brokerage qualification examinations.
Series 24 - General Securities Principal Examination
Principal/Supervisory Exams
( JAN 01, 2006 )
SIE - Securities Industry Essentials Examination (SIE)
General Industry/Product Exams
( Oct 1, 2018 )
Series 7 -General Securities Representative Examination (S7)
General Industry/Product Exams
( FEB 09, 2000 )
Uniform Investment Adviser Law Examination (S65)
State Securities Law Exams
( MAR 09, 2000 )
Uniform Securities Agent State Law Examination (S63)
State Securities Law Exams
( FEB 24, 2000 )
Charlotte Nanette Williams
SRO Registrations
FINRA
My Services
What I Do for my Clients
Financial Consulting
Digital Assets Trading
Crypto Currency
Investment Advisory
Credit Expungement
Stock Brokerage & Analysis
Business Funding
What Clients Say
What Clients Say
Charlotte is a genius when it comes to crypto investing. Her insights are invaluable, and her guidance has helped me make informed decisions
evelyn owen
I was skeptical about investing in crypto, but Charlotte put my mind at ease. Her expertise and patience made all the difference. Highly recommend!
henry max
Charlotte brokerage services are top-tier. She’s always available to answer questions and provide updates. My portfolio has never looked better!
Richard Christopher
Contact Me
Reach out to get started