Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles H. Lundeen is an investment professional with over 27 years of experience in the financial services industry. Charles has been registered with MML Investors Services, LLC since 2003, offering advisory services in Oklahoma and Texas. Prior to joining MML Investors Services, LLC, Charles worked at UBS Financial Services Inc and MassMutual Financial Group. His career has spanned various financial roles including sales, asset allocation programs, and financial planning. Charles holds the Series 6, 7, 63 and 65 securities licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OK
06/19/2009 - Present
MML Investors Services, LLC (OKLAHOMA CITY OK)
NJ
01/08/1999 - 11/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
08/20/1996 - 01/28/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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