Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Stauffer is a financial advisor with over 20 years of experience in the financial services industry. Charles currently works with Lincoln Investment and Capital Analysts. Charles holds a variety of licenses and certifications including Series 7, Series 24, Series 63, and Series 66. Charles is registered with the state of Pennsylvania to provide financial advice. Charles is committed to helping individuals and families achieve their financial goals.
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.
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.
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.
1
2
PA
10/01/2021 - Present
Lincoln Investment (Fort Washington PA)
PA
04/17/2013 - 09/11/2018
PNC FUNDS DISTRIBUTOR, LLC (PHILADELPHIA PA)
PA
05/15/2001 - 03/28/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
01/14/1998 - 09/19/2000
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 07/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Stauffer is the right advisor for you? Invested Better is here to help.
