Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Charles is a financial advisor with Wallington Asset Management, a firm based in Indianapolis, IN. Michael has been in the financial industry since 1990. Michael has a strong background in financial planning, portfolio management, and pension consulting. Michael holds a Series 63, 65, and 24 license, and is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
11/21/2012 - Present
Wallington Asset Management (INDIANAPOLIS IN)
IN
06/22/2007 - 09/25/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CARMEL IN)
IN
12/01/2005 - 05/31/2007
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
OH
05/19/1997 - 11/14/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/30/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IN
04/01/1996 - 04/01/1997
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
OH
07/14/1995 - 03/29/1996
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
NA
05/27/1994 - 07/14/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
05/04/1992 - 07/12/1995
NATIONAL CITY INVESTMENTS CORPORATION
OH
01/22/1992 - 12/20/1993
MERCHANTS SECURITIES COMPANY (CLEVELAND OH)
NY
09/18/1990 - 12/23/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/22/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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