Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Blanchette is an investment advisor representative with LPL Financial LLC and has been in the industry since June 1996. Charles is registered in 23 states and has experience with a wide range of financial services, including investment planning, portfolio management, and retirement planning. Charles also has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Charles has worked with Raymond James Financial Services, Inc. and Cetera Investment Services LLC. Charles has a Series 7, 8, 24, 63, and 65 licenses.
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
CO
04/28/2023 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
TX
11/12/2015 - 01/30/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
CO
06/19/2008 - 11/10/2015
CETERA INVESTMENT SERVICES LLC (DENVER CO)
CO
01/27/2007 - 06/18/2007
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
MN
05/16/2002 - 01/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
11/02/1999 - 08/15/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/03/1997 - 09/15/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CA
12/06/1996 - 01/30/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
11/06/1992 - 05/02/1995
U.S. BANCORP SECURITIES (PORTLAND OR)
OR
05/29/1992 - 10/23/1992
BIDWELL & COMPANY (PORTLAND OR)
RI
03/02/1987 - 10/16/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
03/22/1984 - 03/03/1987
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 08/23/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/04/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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