Unclaimed
Charles Walder is an Investment Banking Registered Representative with Lincoln International LLC. Charles has been in the industry since January 7, 2013, and has been registered in Illinois, California, New York, and Texas. Charles holds Series 63, Series 79, SIE, and Series 24 licenses. Previously, Charles worked at Duff & Phelps Securities LLC in Chicago, Illinois.
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.
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2
CA
07/01/2013 - Present
Lincoln International LLC (LOS ANGELES CA)
IL
11/29/2012 - 05/21/2013
DUFF & PHELPS SECURITIES LLC (CHICAGO IL)
BC
Issued 10/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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