Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Quattrochi is a financial advisor at Avantax Advisory Services. Charles has been working in the financial industry since February 10, 1991. Charles is registered to provide investment advice in Illinois. Charles previously worked at Raymond James Financial Services, Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and William Blair & Company L.L.C. Charles has experience providing financial planning services, pension consulting, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
12/22/2020 - Present
Avantax Advisory Services (Indian Head Park IL)
IL
08/31/2001 - 12/24/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (LA GRANGE IL)
NJ
02/20/1997 - 08/31/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IL
02/11/1991 - 03/18/1997
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IA
Issued 03/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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