Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Altendorfer is a financial professional with over 10 years of experience in the financial services industry. Charles is currently a registered representative with Northwestern Mutual Investment Services, LLC, where Charles has been employed since March 2017. Prior to that, Charles was a registered representative with Ameriprise Financial Services, Inc. from June 2012 to March 2017, and with UBS Financial Services Inc. from September 2007 to June 2012. Charles has a Series 66, Series 7 and SIE license. Charles is also a Certified Financial Planner. Charles has worked in the cities of Lake Elmo, Edina and Milwaukee.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MN
03/17/2017 - Present
Northwestern Mutual Investment Services, LLC (Mahtomedi MN)
MN
06/22/2012 - 03/13/2017
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
09/10/2007 - 06/27/2012
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
BOTH
Issued 09/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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