Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lefkowitz is a financial advisor with over 50 years of experience in the industry. He has worked with a number of firms over the years, including Mutual Service Corporation, Anchor National Financial Services, Inc., ANFS, Inc., Security Investment Services Corp., Chubb Securities Corporation, and currently, United Planners' Financial Services of America A Limited Partner. Charles is a Certified Financial Planner and holds a Series 7TO, Series 63, and Series 24 licenses, as well as several other designations. Charles is also a registered representative in Arizona, California, Nevada, New Mexico, and Texas. In addition to his work as a financial advisor, Charles also serves as a public notary and runs his own business providing greeting cards.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/12/2008 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NA
04/27/1988 - 05/07/1988
MUTUAL SERVICE CORPORATION
NA
12/06/1973 - 05/05/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/04/1974 - 11/19/1984
ANFS, INC.
NA
10/17/1973 - 01/13/1974
SECURITY INVESTMENT SERVICES CORP.
NA
10/05/1970 - 09/01/1973
CHUBB SECURITIES CORPORATION
BC
Issued 02/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Lefkowitz is the right advisor for you? Invested Better is here to help.
