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CW

Charles G. Waterman

FS INVESTMENT SOLUTIONS
Philadelphia, PA 19112
Some features on this profile are disabled
CRD#: 5594530
CW

Professional summary


Charles Gordon Waterman, who also goes by Charlie Gordon Waterman, Charlie Waterman, is a registered financial professional currently at FS INVESTMENT SOLUTIONS, LLC located in Philadelphia, Pennsylvania.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2010. Charles has worked at 2 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charlie Gordon Waterman | Charlie Waterman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Charles Gordon Waterman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 12, 2012 - Present

FS INVESTMENT SOLUTIONS, LLC

Office #1: 201 Rouse Boulevard, Philadelphia, PA 19112
BD
CRD#: 145244
Philadelphia, PA
Past

October 21, 2010 - May 1, 2012

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FI
FS INVESTMENT SOLUTIONS, LLC
FS INVESTMENT SOLUTIONS, LLC | FS2 CAPITAL PARTNERS, LLC

CRD#: 145244 / SEC#: , 8-67718

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
201 Rouse Boulevard, Philadelphia, PA 19112
Mailing Address
201 Rouse Boulevard, Philadelphia, PA 19112
Phone number
(215) 495-1150
Established
Delaware since 07/17/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FRANKLIN SQUARE HOLDINGS, LPSOLE MEMBER OF FS INVESTMENT SOLUTIONS, LLC
DETWILER, ELIZABETH CAMILLAGENERAL COUNSEL, PRINICIPAL OPERATIONS OFFICER4361137
GAGLIOTI, ENRICO SALVATOREPRESIDENT2649966
PAGNOTTA, CHRISTOPHER VINCENTCHIEF COMPLIANCE OFFICER4418522
SCARPATI, GERARDFINOP/CFO, PFO2313132

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FS INVESTMENT SOLUTIONS, LLC

CRD#: 145244Philadelphia, PA 19112

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