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Charles R. Lindquist

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CRD#: 309995
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Richard Lindquist was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1972. Charles had worked at 3 firms and has passed the Series 63, Series 1 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 13, 1976 - August 11, 1997

SECURITIES RESOLUTION CORPORATION

BD
CRD#: 7119
MINNEAPOLIS, MN
Past

January 29, 1976 - November 30, 1979

MILLER & SCHROEDER SECURITIES, INC.

BD
CRD#: 6021
Past

April 18, 1972 - February 28, 1976

AEI SECURITIES, INC.

BD
CRD#: 6158

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/26/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/6/1972
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


SR
SECURITIES RESOLUTION CORPORATION
MILLER & SCHROEDER FINANCIAL, INC. | SECURITIES RESOLUTION CORPORATION | MILLER & SCHROEDER MUNICIPALS, INC.

CRD#: 7119 / SEC#: , 8-20118

BD
Terminated by SEC on 01/27/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 11/19/1963
Firm type
Corporation
Fiscal year end
October
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MILLER & SCHROEDER, INC.STOCKHOLDER
LARSEN, KENNETH RICHARDCHIEF FINANCIAL OFFICER1912333
REINHART, DAVID GREGORYPRESIDENT AND CHEIF EXECUTIVE OFFICER1803944

Disclosures


Regulatory Event7
Civil Event2
Arbitration4

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


SECURITIES RESOLUTION CORPORATION

CRD#: 7119

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