Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Lusch is a financial professional with over 20 years of experience in the financial services industry. Charlie has a Series 6, 26, and 63 license and is registered in Illinois, Indiana, and Missouri. Charlie is currently employed with PFS Investments Inc. Charlie primarily focuses on portfolio management for individuals. Charlie is dedicated to providing personalized financial advice and guidance to help clients reach 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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
03/06/2001 - Present
PFS Investments Inc. (GREENWOOD IN)
BC
Issued 08/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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