Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lang Zitnik is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with D.a. Davidson & Co. and has held previous positions with Kirkpatrick, Pettis, Smith, Polian Inc., Stern Brothers & Co., Stephens Inc., Armendaris Securities Corporation, Hoyt Securities, and Piper, Jaffray & Hopwood Incorporated. Charles holds several industry licenses and designations, including Series 7, Series 24, Series 39, Series 50, Series 53, Series 54, and SIE. Charles specializes in providing financial advice to individuals, businesses, and institutions.
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.
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
MO
01/01/2005 - Present
D.a. Davidson & Co. (KANSAS CITY MO)
NE
02/26/1996 - 01/01/2005
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
MO
02/01/1994 - 01/15/1997
STERN BROTHERS & CO. (ST. LOUIS MO)
AR
05/19/1992 - 11/23/1993
STEPHENS INC. (LITTLE ROCK AR)
MO
08/01/1989 - 05/06/1992
STERN BROTHERS & CO. (ST. LOUIS MO)
MO
01/14/1987 - 06/30/1989
ARMENDARIS SECURITIES CORPORATION (KANSAS CITY MO)
NA
03/22/1985 - 12/23/1986
HOYT SECURITIES
NA
04/20/1983 - 08/06/1984
PIPER, JAFFRAY & HOPWOOD INCORPORATED
BC
Issued 04/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 12/17/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/02/1988
Series 24 - General Securities Principal Examination
BC
Issued 03/02/1987
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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