Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Janssens Stout is an Investment Advisor Representative at D.b. Root & Company, Llc. Charles has been working in the financial services industry for over 25 years. Charles has also held board positions with multiple organizations including Eden Hall Foundation, Camp Crestfield, Greater Pittsburgh Habitat for Humanity, and Advancing Investments in Malawi (AIIM). Charles specializes in providing financial planning and investment advice to individuals, corporations, and pension and profit sharing plans. Charles is registered with the state of Pennsylvania.
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.
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.
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
PA
10/01/2015 - Present
D.b. Root & Company, LLC (PITTSBURGH PA)
PA
07/15/2010 - 09/30/2015
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
PA
12/09/1994 - 01/25/2007
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
NY
10/09/1986 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
BOTH
Issued 11/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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