Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Andrew Robb is a financial advisor with over 23 years of experience in the financial services industry. Charles has a broad range of experience, having worked with firms such as Charles Schwab & Co., Inc., IMST Distributors, LLC, and Carnegie Investment Counsel. Charles is currently registered with Carnegie Investment Counsel, where he provides financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
07/01/2022 - Present
Carnegie Investment Counsel (LOS ANGELES CA)
ME
01/02/2013 - 05/26/2022
IMST DISTRIBUTORS, LLC (PORTLAND ME)
WI
02/05/2011 - 12/31/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
CA
11/03/2005 - 03/20/2009
MULTIPLE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
TX
07/15/1999 - 11/14/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 05/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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