Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles David Konopaski is a financial advisor with Charles Schwab & CO., Inc. Charles has been in the financial services industry since 2005 and has a broad range of experience in providing financial advice to individuals and families. Charles is dedicated to helping clients reach their financial goals, and he takes a personalized approach to financial planning. Charles also holds the Series 7, 63, 66, 9, 10, 24, 52TO, and SIE licenses. Charles' previous employment includes USAA FINANCIAL ADVISORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHASE INVESTMENT SERVICES CORP., and EDWARD JONES. In addition to his work as a financial advisor, Charles is also an artist. He paints custom acrylic art on canvas.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
05/05/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
08/15/2013 - 05/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
02/03/2010 - 08/05/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/12/2008 - 05/29/2009
CHASE INVESTMENT SERVICES CORP. (SUN CITY AZ)
NC
01/11/2005 - 12/08/2008
EDWARD JONES (FAYETTEVILLE NC)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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