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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 Ronald Lesser is an Investment Advisor Representative with Performance Wealth. Charles is a Certified Financial Planner™ professional. Charles has worked in the financial services industry since 2012, gaining experience in investment management, financial planning, and entrepreneurship. Charles is registered with the state of Illinois and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
01/17/2021 - Present
Performance Wealth (HINSDALE IL)
IA
Issued 01/16/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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