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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Carlson is an investment advisor representative with Corbyn Investment Management Inc. in Lutherville, Maryland. Charles Carlson has been in the industry since August 1984 and is registered with the state of Maryland. Charles Carlson also holds the Series 7, Series 63 and Series 65 licenses. They have also earned the Chartered Financial Analyst designation. Charles Carlson and the team at Corbyn Investment Management Inc. are dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. They strive to understand their clients' needs and goals, developing customized strategies to help them reach their financial objectives.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/01/1999 - Present
Corbyn Investment Management Inc. (LUTHERVILLE MD)
NA
08/21/1984 - 08/29/1991
FLETCHER, LEWIS & COMPANY,INC.
IA
Issued 03/06/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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