Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kaschalk is a financial advisor with LPL Financial LLC. Charles has been in the industry since September 25, 1996. Charles is registered with FINRA and the state of Michigan. Charles has a Series 7, 6, 63, and 65. Charles is also a Series 24 Principal. Charles is experienced in providing financial advice to individuals, businesses, and institutions.
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.
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2
MI
11/05/2020 - Present
LPL Financial LLC (MACOMB TOWNSHIP MI)
MI
01/13/2014 - 11/06/2020
THE HUNTINGTON INVESTMENT COMPANY (WARREN MI)
MI
11/03/2009 - 11/27/2013
ALLSTATE FINANCIAL SERVICES, LLC (SOUTH LYONS MI)
MI
01/02/2003 - 10/20/2009
NATCITY INVESTMENTS, INC. (HAZEL PARK MI)
MI
04/15/1999 - 12/18/2002
COMERICA SECURITIES (DETROIT MI)
IN
06/01/1998 - 04/08/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/09/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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