Charles Kunzelman (CRD# 3270367) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Haven, CT and has over 24 years of experience in the finance industry.
CRD# 2941787
Lpl Financial LLC
CRD# 2392225
Lpl Financial LLC
CRD# 5744683
Agemy Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Milford, CT | Jul 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- CT
- FL
- GA
- IN
- IA
- KY
- ME
- MD
- NH
- NJ
- NY
- NC
- PA
- RI
- SC
- VA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
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