Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Salerno is a financial professional with over 40 years of experience in the industry. Charles has a wide range of experience, having worked with various firms such as Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Royal Alliance Associates, Inc. Currently, Charles is registered with Ameriprise Financial Services, LLC and provides a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Charles is registered in 14 states and is a Chartered Financial Consultant.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
WA
01/04/2022 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
11/02/2018 - 11/23/2020
ROYAL ALLIANCE ASSOCIATES, INC. (MERCER ISLAND WA)
WA
03/03/1980 - 11/02/2018
SIGNATOR INVESTORS, INC. (MERCER ISLAND WA)
MA
03/03/1980 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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