Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Leonard Gipple is a financial professional with over 18 years of experience in the industry. Charlie has a diverse background, having worked with various firms, including Capital Brokerage Corporation, ING America Equities, Inc., ING Financial Partners, Inc., Directed Services LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Charlie is currently registered as a Registered Representative and Investment Adviser Representative with Brokers International Financial Services, LLC. Charlie holds several industry licenses and designations, including the Series 6, 7, 63, 65, and 66. Charlie is also a Chartered Financial Consultant. Charlie's areas of specialization include retirement planning, college savings, and estate planning. Charlie has experience working with a wide range of clients, including individuals, families, businesses, and non-profit organizations. Charlie is committed to 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
04/24/2019 - Present
Brokers International Financial Services, LLC (Johnston IA)
VA
03/11/2013 - 07/06/2015
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
PA
01/05/2011 - 12/03/2012
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
MN
01/05/2011 - 12/03/2012
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
IA
09/24/2003 - 12/31/2010
DIRECTED SERVICES LLC (DES MOINES IA)
MA
08/20/2001 - 01/29/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/20/2001 - 01/29/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/26/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charlie Gipple is the right advisor for you? Invested Better is here to help.
