Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Saenger is a financial advisor with L.m. Kohn & Co. located in Cincinnati, OH. Charles has been a financial advisor since April 12, 2000 and is licensed to provide investment advice in 13 states including California, Connecticut, Florida, Illinois, Indiana, Kansas, Michigan, Missouri, New York, Pennsylvania, South Carolina, and Virginia. Charles is a registered representative and principal with FINRA and offers financial planning, pension consulting, and portfolio management services.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Flat commission/execution fee
1
2
OH
12/22/2015 - Present
L.m. Kohn & Co. (CINCINNATI OH)
MO
10/31/2003 - 12/31/2015
AMERITAS INVESTMENT CORP. (ST LOUIS MO)
MD
02/02/2001 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MN
04/13/2000 - 03/13/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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