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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robert Wolpoff is a financial advisor registered with the state of Maryland and Pennsylvania. He is currently affiliated with THE Kelly Group. Charles has been a financial advisor for over 20 years and holds the Series 7 and Series 66 licenses as well as the SIE exam. He also holds the Certified Financial Planner designation. Charles has experience working with individuals, families, businesses, and charitable organizations. He has worked with both high and low net worth clients, with the majority of his experience in the individual wealth management space. Charles' primary focus is on financial planning, pension consulting, and portfolio management. He has a strong focus on personalized service and has a long history of helping his clients achieve their financial goals.
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.
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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MD
10/28/2020 - Present
THE Kelly Group (BEL AIR MD)
MD
01/07/2013 - 10/15/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)
MD
05/29/2009 - 01/15/2013
FOUNDERS FINANCIAL SECURITIES LLC (TOWSON MD)
MD
08/20/2001 - 06/02/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (WESTMINISTER MD)
IN
08/20/2001 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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