Charlotte State Banc Investor Services
Charlotte State Bank & Trust is proud to announce the availability of the products and services of INVEST Financial Corporation, located at Charlotte State Banc Investor Services.

INVEST Financial Corporation, member FINRA, SIPC, is one of the nation's largest firms providing bank clients with financial advice and carefully researched investment recommendations.


INVEST Financial Corporation (INVEST), member FINRA, SIPC, is not affiliated with Charlotte State Bank & Trust or Charlotte State Banc Investor Services. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and · are not insured by the FDIC · are not a deposit or other obligation of or guaranteed by any bank · are subject to risks including the possible loss of principal amount invested.


This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
  1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
    1. satisfy the qualification requirements of, and are approved to do business by, the state; or
    2. are excluded or exempted from the state's licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
    1. effecting, or attempting to effect, transactions in securities; or
    2. rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy
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