Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Moyer is a financial advisor with over 40 years of experience in the financial services industry. Charles is currently registered with LPL Financial LLC, and is licensed in several states, including Michigan, Arizona, Arkansas, California, Florida, Georgia, Idaho, Iowa, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, Washington and West Virginia. Charles has previously been affiliated with Ameriprise Financial Services, LLC, J.J.B. Hilliard, W.L. Lyons, LLC, Dean Witter Reynolds Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Charles has passed several industry exams, including the Series 6, 7, 22, 3, 63, 65, and SIE. Charles offers a wide range of financial services, including financial planning, portfolio management, investment advisory, and consulting. Charles specializes in providing financial services to individuals, businesses, pension plans, corporations, charitable organizations, and high-net-worth individuals.
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.
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2
MI
05/30/2024 - Present
LPL Financial LLC (SOUTHGATE MI)
MI
01/16/2015 - 06/03/2024
AMERIPRISE FINANCIAL SERVICES, LLC (BROWNSTOWN TOWNSHIP MI)
MI
02/27/1999 - 02/02/2015
J.J.B. HILLIARD, W.L. LYONS, LLC (TRENTON MI)
NY
03/13/1989 - 01/26/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/11/1988 - 03/30/1989
SHEARSON LEHMAN HUTTON INC.
NA
06/24/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
07/16/1984 - 07/01/1986
DEAN WITTER REYNOLDS INC.
NA
09/01/1983 - 06/06/1984
IDS MARKETING CORPORATION
IA
Issued 09/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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