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Charles William Merdich

Investment Network, Inc.

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About Charles William Merdich

Charles William Merdich is a financial advisor currently registered with Investment Network, Inc. Charles has been in the financial services industry since 1986 and specializes in providing financial planning, investment management, and pension consulting. Charles William Merdich has passed the Series 6 and SIE exams.

Firm Information

Charles Merdich is currently registered with Investment Network, Inc.. Investment Network, Inc. is a corporation registered as an investment advisor. They offer a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm has been operating since April 24, 2003, and has offices in multiple states.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Merdich’s Registration & Firm History

OH

11/18/2010 - Present

Investment Network, Inc. (CANTON OH)

OH

10/10/2003 - 11/05/2010

PROEQUITIES, INC. (COLUMBIANA OH)

MN

01/18/2000 - 09/29/2003

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

IA

02/03/1999 - 01/10/2000

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

CA

08/31/1994 - 12/31/1998

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

IN

09/03/1993 - 08/10/1994

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/03/1993 - 08/10/1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NJ

02/10/1986 - 08/31/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles William Merdich.
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