Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Koncz has been a financial professional since 1975. Charles has a wide range of experience in the financial industry, having worked for several different firms including Cigna Financial Advisors, Inc., Lincoln Financial Securities Corporation, and now LPL Financial LLC. Charles holds multiple licenses and certifications, including the Series 1, 6, 22, 63, 65, and SIE. Charles is also a Registered Investment Advisor and provides consulting services through Summit Planning Group LLC. Charles is based in Branford, CT, and serves clients in several states.
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.
Consulting and other non-discretionary advisory services
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
CT
06/12/2024 - Present
LPL Financial LLC (BRANFORD CT)
CT
05/18/1995 - 06/13/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BRANFORD CT)
PA
01/16/1975 - 05/05/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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