Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lafranchise is a financial advisor with U.s. Bancorp Investments, Inc. located in Charlotte, North Carolina. Charles has been in the financial industry since January 13, 2023. Charles has a Series 66, Series 7TO and SIE. Charles's previous experience includes UBS Financial Services Inc.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
08/14/2024 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
01/13/2023 - 08/06/2024
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 04/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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