Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robert Zuzak is a financial advisor with Confluence Financial Partners. He is a Certified Financial Planner and a Chartered Financial Analyst. He is licensed to provide investment advice in Pennsylvania. Charles has over 10 years of experience in the financial services industry. He has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Charles is committed to providing his clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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PA
07/14/2024 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
12/21/2016 - 01/14/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsburgh PA)
WI
05/26/2016 - 11/21/2016
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
PA
01/16/2013 - 01/04/2016
COMMONWEALTH FINANCIAL NETWORK (SEWICKLEY PA)
BOTH
Issued 08/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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