Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Schilleci is an investment advisor representative with Wealthcare Advisory Partners LLC and a registered representative with LPL Financial LLC. Charles has been in the financial services industry since 1986 and has extensive experience in financial planning, portfolio management, and investment advisory services. Charles is also a licensed independent insurance agent. Charles holds a Series 6, 7, 10, 24, 63, and 65 licenses.
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
TN
11/08/2017 - Present
LPL Financial LLC (KNOXVILLE TN)
TN
12/15/2005 - 10/20/2017
WELLS FARGO CLEARING SERVICES, LLC (KNOXVILLE TN)
MD
12/15/2003 - 01/13/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
08/08/1994 - 12/16/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MN
05/01/1992 - 08/15/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
08/26/1986 - 08/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 11/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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