Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Ann Logan is a financial advisor with LPL Financial LLC in Pittsburgh, PA. Charlene has been in the financial services industry since April 1999. She is licensed to provide investment advice in several states, including Pennsylvania, Texas, and California. Charlene is also a Chartered Financial Consultant. In addition to her work with LPL Financial LLC, Charlene is also affiliated with Speakman Financial Group.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/09/2019 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
11/02/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (PITTSBURGH PA)
PA
12/09/2003 - 11/03/2009
MAIN STREET SECURITIES, LLC (PITTSBURGH PA)
MA
04/12/1999 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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