Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Simko is an Investment Advisor Representative at Mainstreet Advisors, based in Chicago, Illinois. Charles has been registered as an Investment Advisor Representative since November 3, 2011, and holds a Series 65 license. Charles has over 10 years of experience in the financial services industry. Charles has experience working with banking or thrift institutions, corporations or other businesses, and individuals other than high-net-worth. Mainstreet Advisors is a Registered Investment Advisor that offers a variety of services, including financial planning and portfolio management. The firm manages over $5 billion in assets.
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.
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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IL
11/03/2011 - Present
Mainstreet Advisors (CHICAGO IL)
IA
Issued 03/14/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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