Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joseph Ingulli is a financial advisor with Ameriprise Financial Services, LLC. Charles has been in the financial services industry since 2003. Charles has been registered with the state of Pennsylvania since 2023. Prior to joining Ameriprise, Charles worked with various financial firms including GROVE POINT INVESTMENTS, LLC, HORNOR, TOWNSEND & KENT, LLC, PARK AVENUE SECURITIES LLC, BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., and TRADITION ASIEL SECURITIES INC. Charles holds a Series 7, Series 24, Series 27, Series 66, Series 99TO, and SIE. Charles has a broad experience in financial services and helps clients with a wide range of financial needs including financial planning, asset allocation, educational seminars, pension consulting, and investment management.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/16/2023 - Present
Ameriprise Financial Services, LLC (Langhorne PA)
MD
10/20/2020 - 04/16/2021
GROVE POINT INVESTMENTS, LLC (Rockville MD)
PA
05/08/2014 - 10/16/2020
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
NY
10/30/2009 - 05/06/2014
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/22/2008 - 10/07/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/20/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/19/2001 - 06/02/2005
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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