Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles James Pass is a financial advisor with LPL Financial LLC in Bloomfield Hills, MI. Charles has over 2 years of experience in the financial services industry. Charles is licensed to sell securities in California, Florida, Michigan, Minnesota, Ohio, and Texas. Charles has passed the Series 6, 7, 63, and 66 exams. In addition to his role at LPL Financial LLC, Charles is also affiliated with Michigan Retirement Advisors and Michigan 401k Advisors, both DBA's for LPL Business.
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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MI
01/13/2022 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
12/02/2016 - 07/24/2018
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 02/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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