Charles FurlotteCRD Number: 5590821
Current Firm: Ameriprise Financial Services, Inc.
Charles Furlotte (CRD# 5590821) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Farmington, MI and has over 8 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Ameriprise Financial Services Inc.||Farmington Hills, MI||Oct 2008 - Current||9|
|Visiocorp||Marysville, MI||Jan 1997 - Current||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV