Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Philip Weigel is a registered Investment Advisor Representative with Global View Capital Management LLC. Charles has been active in the financial services industry since 1993 and is registered with the state of Wisconsin. Charles previously worked at Princor Financial Services Corporation, First Midwest Securities, Inc., FFP Securities, Inc. and Tower Investment Group, Inc. Charles specializes in providing financial planning services and acts as a sub-adviser to other advisors. Charles offers a variety of advisory services, including portfolio management for individuals and selection of other advisors.
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.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
12/24/2014 - Present
Global View Capital Management LLC (ARENA WI)
WI
10/04/2013 - 12/24/2014
PRINCOR FINANCIAL SERVICES CORPORATION (ARENA WI)
WI
01/02/2001 - 09/16/2011
FIRST MIDWEST SECURITIES, INC. (MIDDLETON WI)
MO
05/28/1993 - 01/04/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
05/07/1993 - 06/01/1993
TOWER INVESTMENT GROUP, INC.
IA
Issued 12/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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