Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wilensky is a financial advisor with LPL Financial LLC. Charles has been working in the financial industry since 2001. Charles has worked with Royal Alliance Associates, Inc. and CPC Financial Planning, Inc. prior to joining LPL Financial LLC. Charles is a Certified Financial Planner and has earned Series 7 and Series 66 registrations. Charles has a special focus on helping individuals and families with their financial planning needs. Charles is also experienced in providing financial advice to 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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2
PA
12/09/2019 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
01/16/2001 - 12/11/2019
ROYAL ALLIANCE ASSOCIATES, INC. (KING OF PRUSSIA PA)
BOTH
Issued 02/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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