Unclaimed
Charles Edward Eyler is a financial advisor with LPL Financial LLC. Charles has been in the financial industry since May 6, 2013 and is registered in North Carolina. Charles has passed the Series 6, Series 63 and the SIE exams. Charles's previous employment included Nationwide Securities, LLC and LPL Financial LLC. LPL Financial LLC is a registered broker-dealer and investment advisor. The firm has over 168,000 clients and $463 billion in assets under management. LPL Financial LLC offers a variety of financial services, including financial planning, portfolio management, and retirement planning.
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
NC
03/22/2021 - Present
LPL Financial LLC (WINSTON SALEM NC)
SC
07/01/2020 - 01/20/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/08/2013 - 07/01/2020
NATIONWIDE SECURITIES, LLC (BOONE NC)
BC
Issued 03/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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