Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Zitner is a financial advisor with over 25 years of experience in the industry. Charles currently works for Ameriprise Financial Services, LLC. Charles is registered to provide investment advice in multiple states, including Delaware, Florida, Georgia, Nevada, New Jersey, North Carolina, and Pennsylvania. Charles has experience working with various clients, including high-net-worth individuals, trusts/estates, insurance companies, and charitable organizations. Ameriprise Financial Services, LLC is a large firm with over $1 billion in assets under management and 140,000 clients. Ameriprise Financial Services, LLC provides financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other investment-related services. Charles's focus is on providing his clients with personalized 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
08/05/1997 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
MN
07/30/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/23/1996 - 08/19/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
04/17/1996 - 05/06/1996
SMITH BARNEY INC. (NEW YORK NY)
FL
01/30/1996 - 03/07/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BC
Issued 02/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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