Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles M. Cusack is a financial professional with over a decade of experience in the industry. Charles is currently registered with W&S Brokerage Services, Inc. and is based in Orland Park, Illinois. Charles is also Series 6, 63, 26, and 51 licensed and holds the Series 6TO and SIE designations. Prior to joining W&S Brokerage Services, Inc., Charles was employed with ALLSTATE FINANCIAL SERVICES, LLC in Northbrook, Illinois. Charles's areas of focus include insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IL
03/05/2024 - Present
W&S Brokerage Services, Inc. (ORLAND PARK IL)
IL
04/13/2009 - 02/18/2021
ALLSTATE FINANCIAL SERVICES, LLC (Northbrook IL)
BC
Issued 04/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/05/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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