Charles Blozinski (CRD# 2954135) is an Investment Advisor Representative working at Integrity Financial Planners in Brookings, OR and has over 26 years of experience in the finance industry. Charles Blozinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5945436
Edward Jones
CRD# 4411023
Edward Jones
CRD# 6525188
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Financial Planners | Brookings, OR | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- OR
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Total Assets Under Management67MILLIONS
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Total Number of Accounts196ACCOUNTS
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Average Account Value$344,056
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, OR
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