Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Akivah Lewandowski is a financial advisor with over 40 years of experience in the financial services industry. Charles is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Charles currently works for Grove Point Advisors, LLC, a firm based in Rockville, Maryland. Before joining Grove Point Advisors, LLC, Charles was a financial advisor with PRINcor Financial Services Corporation and Pruco Securities Corporation. Charles is licensed to provide investment advice in several states including California, Colorado, District of Columbia, Florida, Maryland, Michigan, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, West Virginia, and Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
03/16/1992 - 10/22/2007
PRINCOR FINANCIAL SERVICES CORPORATION (ROCKVILLE MD)
NJ
02/18/1982 - 06/21/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/13/1980 - 06/21/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
06/23/1978 - 06/08/1979
INDEPENDENT FINANCIAL PLANNERS CORPORATION
IA
Issued 01/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Lewandowski is the right advisor for you? Invested Better is here to help.
