Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Francis Pearson is a financial advisor with over 20 years of experience in the financial services industry. Charles has been with LPL Financial LLC since December 2007, and previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Charles is a Certified Financial Planner™ professional and holds Series 7, 24, and 66 licenses. Charles works with individuals, families, businesses, and charitable organizations. Charles specializes in providing financial planning, portfolio management, and other investment-related services.
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
GA
12/13/2007 - Present
LPL Financial LLC (SAVANNAH GA)
MA
08/23/2002 - 12/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEWBURYPORT MA)
MN
08/23/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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