Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Drescher is a financial advisor who has been in the financial services industry since 2007. Charles currently works for MML Investors Services, LLC and is registered with FINRA, and in the state of Virginia. Charles has held prior roles at Park Avenue Securities LLC, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Forth Financial Securities, Corporation. Charles holds a Series 63, 66, 7 and SIE licenses. Charles provides a range of financial services including: financial planning, asset allocation programs, pension consulting, educational seminars, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
02/06/2019 - Present
MML Investors Services, LLC (VIRGINIA BEACH VA)
VA
02/27/2018 - 01/24/2019
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
VA
03/13/1997 - 10/04/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VIRGINIA BEACH VA)
WI
03/12/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
VA
06/28/1996 - 02/03/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BOTH
Issued 4/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 6/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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