Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wilson Geiss is a financial advisor who has been in the industry since 1995. Charles is currently registered with LPL Financial LLC and is licensed to provide investment advice in multiple states. Charles has a history of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Charles is committed to providing his clients with the best possible financial advice and guidance.
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
OH
01/22/2021 - Present
LPL Financial LLC (STRONGSVILLE OH)
OH
03/29/2007 - 06/01/2020
CLEVELAND RESEARCH COMPANY LLC (CLEVELAND OH)
OH
10/21/2002 - 07/14/2006
FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)
TN
01/02/2001 - 10/21/2002
FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
OH
09/21/1999 - 01/02/2001
MAXUS SECURITIES CORP (CLEVELAND OH)
OH
09/23/1998 - 09/01/1999
RAMAT SECURITIES LTD. (BEACHWOOD OH)
OH
11/10/1993 - 08/19/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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