Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Sandstrom is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 40 years of experience in the financial services industry. Charles has been a registered representative since 1973. Charles has passed several industry exams including the Series 7, Series 63, and Series 1, as well as the Securities Industry Essentials Exam. Charles is registered with the following states: Arizona, Florida, Illinois, Minnesota, Texas and Wisconsin. Charles is also a registered Investment Advisor in Minnesota and Texas. Charles is associated with the firm's office located in White Bear Lake, Minnesota. Charles offers a variety of financial services including financial planning, portfolio management, and educational seminars. Charles is committed to providing his clients with personalized 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
08/07/2017 - Present
Cambridge Investment Research Advisors, Inc. (White Bear Lake MN)
MN
09/01/2016 - 08/09/2017
SUMMIT BROKERAGE SERVICES, INC. (WHITE BEAR LAKE MN)
MN
10/29/1986 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (WHITE BEAR LAKE MN)
NA
09/05/1979 - 11/06/1986
OFFERMAN & CO., INC.
NA
10/30/1974 - 09/30/1979
PLANNERS FINANCIAL SERVICES, INC.
NA
02/21/1973 - 11/03/1974
FIDUCIARY PLANNING INC.
BC
Issued 03/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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