Charles Sramek (CRD# 6743102) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, OH and has over 6 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, OH | Sep 2021 - Current | 2 |
| Private Client Services | Westlake, OH | Aug 2021 - Aug 2021 | < 1 |
| Lpl Financial LLC | Hudson, OH | Mar 2018 - May 2021 | 3 |
| Axa Advisors, LLC | New York, NY | Feb 2017 - Feb 2018 | 1 |
| Unemployed | Walton Hills, OH | Jan 2017 - Feb 2017 | < 1 |
| Student | Walton Hills, OH | Jan 2007 - Dec 2016 | 9 |
| K&k Pool & Spa Service | Stow, OH | May 2016 - Aug 2016 | < 1 |
| Legion Logistics LLC | Florence, KY | Jan 2016 - Apr 2016 | < 1 |
| K&k Pool & Spa Service | Stow, OH | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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