Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Imhoff is an investment advisor representative with Lasalle St. Investment Advisors, LLC in Baltimore, Maryland. Charles has been in the industry since 1987 and has a wealth of experience working with individuals and families. He is a Registered Representative (Series 7, Series 6 and Series 63), and a General Securities Principal (Series 24) with the firm. He is also a Personal Financial Specialist (PFS). Charles provides a range of services to clients, including financial planning, portfolio management, and investment advisory services. Charles is committed to helping his clients achieve their financial goals. He has a deep understanding of the financial markets and a proven track record of success.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
MD
05/26/2021 - Present
Lasalle ST. Investment Advisors, LLC (Baltimore MD)
TX
09/02/1992 - 05/21/1997
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
07/28/1987 - 09/10/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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