Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lindholm is a financial advisor registered with Raymond James & Associates, Inc. Charles has been working in the financial industry since June 7, 1996. Charles is licensed in 51 states and the District of Columbia. Charles previously worked at Ameriprise Financial Services, Inc. and Raymond James & Associates, Inc. Charles has a broad range of experience and can provide a variety of services to clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
04/28/2022 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
MI
08/14/2012 - 10/02/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Rapids MI)
MI
07/18/2008 - 08/29/2012
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
05/16/2005 - 08/04/2008
NATCITY INVESTMENTS, INC. (TRAVERSE CITY MI)
CA
11/17/2003 - 03/03/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
02/18/1998 - 10/24/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/19/1995 - 12/03/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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