Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Merrill Kipp is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with Multi-Bank Securities, Inc., a firm with offices in Southfield, Michigan. Charles has held previous positions at NatCity Investments, Inc., NatCity Insurance Services, Inc., and W. S. Griffith & Co., Inc. Charles has a wide range of experience in the financial services industry, including securities, investment advisory, and municipal advisor services. Charles holds a number of licenses and certifications, including Series 6, 7, 24, 50, 63 and 65. Charles is registered to conduct business in several states, including Colorado, Florida, Idaho, Illinois, Michigan, New Mexico, Texas, West Virginia, and Wyoming.
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.
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.
1
2
MI
10/07/2002 - Present
Multi-Bank Securities, Inc. (SOUTHFIELD MI)
OH
04/22/1998 - 10/07/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/24/1994 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
CT
02/22/1993 - 02/03/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Kipp is the right advisor for you? Invested Better is here to help.
