Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wimbish is a financial advisor with LPL Financial LLC. Charles has been in the financial services industry since July 28, 1997. Charles is registered with FINRA as a registered representative and a general securities representative, and with the state of Virginia as an investment advisor representative. Charles is a licensed financial professional, and has several years of experience in providing financial advice to a wide range of clients, including individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
05/01/2015 - Present
LPL Financial LLC (MARTINSVILLE VA)
VA
07/29/1997 - 05/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MARTINSVILLE VA)
MN
07/29/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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