Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Nicholas Callahan is a financial advisor with over 49 years of experience in the industry. Charles has been with Rothschild Investment LLC since June 1998, and he is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and Investment Advisor Representative. He is licensed in 18 states, including Arizona, California, and Florida. Charles has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
08/07/1998 - Present
Rothschild Investment LLC (CHICAGO IL)
NJ
01/31/1980 - 06/04/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/18/1976 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
10/28/1975 - 07/17/1976
JOHN H. ALTORFER & CO.
NA
03/12/1974 - 11/23/1975
DEAN WITTER & CO. INCORPORATED
NA
12/19/1972 - 03/22/1974
DUPONT WALSTON, INCORPORATED
BC
Issued 08/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1977
PC - AMEX Put and Call Exam
BC
Issued 12/15/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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