Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Pirnia is a financial advisor with Ameriprise Financial Services, LLC based in Honolulu, Hawaii. Charles has been in the financial services industry since June 2013, and has a broad range of experience working with individuals, corporations, trusts and estates, and retirement plans. Charles is registered as a registered representative and investment adviser representative. Prior to Ameriprise, Charles worked with Cambridge Investment Research, Inc. and Northwestern Mutual Investment Services, LLC. Charles's current practice focuses on financial planning, portfolio management, and asset allocation services. Charles is committed to providing his clients with comprehensive financial advice and guidance to help them 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.
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.
1
2
HI
10/01/2019 - Present
Ameriprise Financial Services, LLC (Honolulu HI)
HI
10/15/2018 - 08/20/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (HONOLULU HI)
HI
04/26/2016 - 08/16/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Honolulu HI)
HI
03/05/2013 - 04/27/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HONOLULU HI)
IA
Issued 06/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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