Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Zittel is a financial advisor with over 25 years of experience in the industry. Charles is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 1996. Charles is licensed to provide securities advice in 18 states and has a wide range of experience in investment management, financial planning and insurance. Charles has worked in multiple states throughout his career and held a previous position with ROBERT W. BAIRD & CO. INCORPORATED.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WA
04/09/1996 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
WI
04/09/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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