Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Pinchotti is a financial advisor in Monaca, PA. Charles has been in the financial services industry since 1981. Charles is currently registered with LPL Financial LLC and has been with them since 2024. Before LPL Financial LLC, Charles worked at Lincoln Financial Securities Corporation. Charles is a Certified Financial Planner and a Chartered Financial Consultant.
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.
1
2
PA
02/20/2024 - Present
LPL Financial LLC (MONACA PA)
PA
03/01/2013 - 02/20/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (MONACA PA)
PA
07/12/2000 - 10/05/2012
ALLSTATE FINANCIAL SERVICES, LLC (MONACA PA)
IN
01/11/1989 - 07/13/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IL
11/25/1985 - 01/09/1989
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
PA
12/13/1981 - 01/04/1989
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
NA
10/07/1985 - 10/22/1987
MARKET PLANNERS, INC.
IA
Issued 07/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/18/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Pinchotti is the right advisor for you? Invested Better is here to help.
