Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Munkwitz is an Investment Advisor Representative with Global Retirement Partners LLC. Charles is a Registered Representative and holds Series 7, Series 6, and Series 63 licenses as well as the SIE exam. Charles has been in the industry since 1997. He is registered in Illinois, Michigan, and Wisconsin. He is currently not registered as a Broker. Charles has worked for several firms in the past including Northwestern Mutual Investment Services, Inc., WMA Securities, Inc., World Group Securities, Inc., Quest Capital Strategies, Inc., Coordinated Capital Securities, Inc., and Three Lakes Securities, LLC.
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.
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2
WI
12/01/2017 - Present
Global Retirement Partners LLC (Wauwatosa WI)
WI
04/17/2015 - 12/01/2017
THREE LAKES SECURITIES, LLC (MADISON WI)
WI
04/03/2015 - 11/30/2017
COORDINATED CAPITAL SECURITIES, INC. (Wauwatosa WI)
CA
03/11/2004 - 11/01/2011
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
GA
04/12/2002 - 10/24/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/18/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
WI
08/11/1997 - 04/01/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 04/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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