Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Lymangood is a financial advisor with over 13 years of experience in the industry. Charles is currently registered with Transamerica Retirement Advisors, LLC in Eden Prairie, MN. Charles holds several licenses including Series 6, 7, 63 and 66. Previously, Charles was associated with Transamerica Financial Advisors, Inc., State Farm VP Management Corp. and Pruco Securities, LLC. Charles focuses on providing financial advice to individuals 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
MN
10/09/2014 - Present
Transamerica Retirement Advisors, LLC (Eden Prairie MN)
MN
10/24/2012 - 12/31/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
IL
01/07/2011 - 10/15/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
07/02/2009 - 06/11/2010
PRUCO SECURITIES, LLC. (ST. LOUIS PARK MN)
WI
05/04/2009 - 06/10/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAU CLAIRE WI)
BOTH
Issued 10/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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