Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles John Schreader Jr. is an investment advisor representative with LPL Financial LLC. Charles has been in the industry since 1995. Charles is registered in Pennsylvania and Texas. Charles also holds the following licenses: Series 7, Series 10, Series 24, Series 31, Series 52, Series 63, Series 65, and SIE. Charles has experience with A. G. Edwards & Sons, Inc., H&R Block Financial Advisors, Inc., and Wells Fargo Clearing Services, LLC. Charles's specializations include retirement planning, college savings, estate planning, insurance, and tax planning.
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
02/22/2017 - Present
LPL Financial LLC (CAMP HILL PA)
PA
01/01/2008 - 02/23/2017
WELLS FARGO CLEARING SERVICES, LLC (LEMOYNE PA)
PA
01/04/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HARRISBURG PA)
MI
02/28/1995 - 01/15/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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