Charles Lawrence Czachor
Professional Summary
Charles Lawrence Czachor is a registered financial advisor currently at PMA SECURITIES, LLC located in Naperville, Illinois. Charles is registered as a RR (Registered Representative) and started their career in finance in 2000. Charles has worked at 1 firm and has passed the Series 63, SIE, Series 50 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
Current Firm
ENGLISH CONCEPTS, INC. | PMA SECURITIES, LLC | PMA SECURITIES, INC.
Contact Information
Main Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563Mailing Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563Phone Number
(630) 657-6400Established
Illinois since 03/26/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (23 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES 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
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
(4/10/2015)
(8/25/2000)
(9/28/2009)
(5/11/2012)
(2/3/2020)
(6/17/2009)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Mar 2017About the Series 50 examSRO Registrations
Similar Advisors
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - BD
Click below to view Charles Lawrence Czachor's CRS (Customer Relationship Summary).
Similar Advisors
VERTEX PARTNERS
EDWARD JONES
THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC