Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Flederbach is a financial advisor with over 38 years of experience in the industry. Charles has been registered with LPL Financial LLC since 2021 and also holds a registration with IHT Wealth Management LLC. Charles is a registered investment advisor representative in Florida and holds licenses in California, Connecticut, Florida, Indiana, New York, North Carolina and Virginia. Charles has earned the Series 7, Series 24, Series 63 and Series 65 licenses and holds the SIE designation.
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
FL
07/13/2021 - Present
LPL Financial LLC (THE VILLAGES FL)
NJ
10/25/1990 - 12/31/1992
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
10/26/1984 - 11/01/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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