Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Leonard Pokladnik is a financial advisor registered with Ameriprise Financial Services, LLC. Charles has been in the financial services industry since February 22, 2000. He has experience working with individual clients, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. Charles is a Certified Financial Planner and holds the Series 63, 66, 7, and SIE licenses. Charles also has experience working with IDS Life Insurance Company and Washington Square Securities, Inc.
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
MN
07/28/2011 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
09/14/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
01/28/2000 - 08/18/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Pokladnik is the right advisor for you? Invested Better is here to help.
