Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Pilecki is a registered investment advisor representative. He has been in the industry since 1991. He holds Series 6 and Series 63 licenses and the SIE exam. He is currently registered with Charter Advisory Corp. in Indianapolis, Indiana. He is also registered with the state of Indiana, Ohio and Florida. Charles Pilecki has worked with previous firms including Mutual Service Corporation, Titan/Value Equities Group, Inc., and Mutual of Omaha Fund Management Company. Charles Pilecki has experience providing investment advisory services, financial planning, and selection of other advisers to clients. He has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He has a total of $319,216,086 in assets under management.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
09/30/1999 - Present
Charter Advisory Corp. (INDIANAPOLIS IN)
IN
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (ATTICA IN)
CA
05/20/1992 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NE
01/07/1991 - 04/21/1992
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BC
Issued 11/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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