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CM

Charles W. Merdich

INVESTMENT NETWORK
Canton, OH 44718
Some features on this profile are disabled
CRD#: 1423479
CM

Professional summary

Charles William Merdich II, who also goes by Charles W Merdich, Charles William Merdich, Chuck Merdich, is a registered financial professional currently at INVESTMENT NETWORK, INC. located in Canton, Ohio.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1986. Charles has worked at 8 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Charles W Merdich | Charles William Merdich | Chuck Merdich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Charles William Merdich II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 18, 2010 - Present

INVESTMENT NETWORK, INC.

Office #1: 4639 Whipple Ave Nw, Canton, OH 44718
RIA
BD
CRD#: 127724
Canton, OH
Past

October 10, 2003 - November 5, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
COLUMBIANA, OH
Past

January 18, 2000 - September 29, 2003

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

February 3, 1999 - January 10, 2000

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

August 31, 1994 - December 31, 1998

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

September 3, 1993 - August 10, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

September 3, 1993 - August 10, 1994

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

February 10, 1986 - August 31, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(11/18/2010)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/7/1986
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IN
INVESTMENT NETWORK, INC.
INVESTMENT NETWORK, INC.

CRD#: 127724 / SEC#: , 8-66036

Ohio
Registered Investment Advisory firm - SEC (4/17/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
4639 Whipple Ave Nw, Canton, OH 44718
Mailing Address
4639 Whipple Ave Nw, Canton, OH 44718
Phone number
(330) 564-0568
Established
Ohio since 04/24/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
25

FINRA licenses (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
ARNOLD, GARY LEESHAREHOLDER852859
DYER, JOHN DCFO/FINOPS7506760
WILSON, MICHAELCCO1096660

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVESTMENT NETWORK, INC.

CRD#: 127724Canton, OH 44718

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