Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Anthony Marien is an investment advisor representative with CTS Financial Planning, Inc. located in Chicago, IL. Charles has been in the industry for more than 30 years and is licensed in Illinois. Charles has passed exams for Series 7, Series 63 and Series 65. Charles is a Certified Financial Planner. Charles has been with CTS Financial Planning, Inc. since November of 1984.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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IL
01/12/1998 - Present
CTS Financial Planning, Inc. (CHICAGO IL)
GA
09/19/1994 - 08/25/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
08/28/1989 - 12/10/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
IL
11/20/1985 - 09/19/1994
ALL AMERICAN MANAGEMENT CORPORATION (DES PLAINES IL)
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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