Charles William Merdich II
Professional Summary
Charles William Merdich II, who also goes by Charles W Merdich, Charles William Merdich, Chuck Merdich, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charles William Merdich II, Charles W Merdich, Charles William Merdich, Chuck Merdich
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures on record.
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.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Years of Experience
40 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
INVESTMENT NETWORK, INC.
Contact Information
Main Address
4639 Whipple Ave Nw, Canton, OH 44718Mailing Address
4639 Whipple Ave Nw, Canton, OH 44718Phone Number
(330) 564-0568Established
Ohio since 04/24/2003Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
25FINRA licenses (27 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
2Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(11/18/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1986About the Series 6 examSRO Registrations
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - BD
Click below to view Charles William Merdich II's CRS (Customer Relationship Summary).
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
E1 ASSET MANAGEMENT, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC