Charles J. Pass Cpfa®

Charles J. Pass Cpfa® Email and Phone Number

Partner at Michigan Retirement Advisors @ Michigan Retirement Advisors
Charles J. Pass Cpfa®'s Location
Bloomfield Hills, Michigan, United States, United States
Charles J. Pass Cpfa®'s Contact Details

Charles J. Pass Cpfa® work email

Charles J. Pass Cpfa® personal email

n/a
About Charles J. Pass Cpfa®

Independent Financial Advisor offering securities through LPL Financial, Member FINRA/SIPC. As a licensed investment professional, Charles holds the Financial Industry Regulatory Authority Series 6, 7, 63 and 66 securities registrations through LPL Financial. Additionally, he holds Life and Variable Annuity Insurance Licensing.Charles measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients’ desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients, as people, enables him to recommend and implement custom-tailored investment and wealth management strategies.

Charles J. Pass Cpfa®'s Current Company Details
Michigan Retirement Advisors

Michigan Retirement Advisors

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Partner at Michigan Retirement Advisors
Charles J. Pass Cpfa® Work Experience Details
  • Michigan Retirement Advisors
    Partner
    Michigan Retirement Advisors Sep 2022 - Present
    Bloomfield Hills, Michigan, Us
  • Michigan Retirement Advisors
    Lpl Investment Advisor Representative
    Michigan Retirement Advisors Oct 2019 - Present
    Bloomfield Hills, Michigan, Us
    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Lpl Financial
    Financial Advisor
    Lpl Financial Jul 2018 - Present
    San Diego, Ca, Us
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Dec 2016 - Jul 2018
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Oct 2016 - Jul 2018
    New York, New York, Us
  • Media Services
    Assistant Production Accountant
    Media Services Apr 2015 - Jan 2016
    Los Angeles, Ca, Us
    Worked alongside a team of highly experienced accountants to provide fiscal management services to over a dozen different projects, including directly working with Amazon's TV Division.2nd Assistant Accountant on 10 Episodes of Just Add Magic, and 2 Episodes of Trial.
  • Pass Productions
    Freelance Producer / Director
    Pass Productions Sep 2013 - Apr 2015
    I worked as a freelance Producer for Film and Television for projects in New York City and Los Angeles, California. I have produced my own show Drinking Games and several short films. I was nominated for best director at the Action on Film Festival with my short war film "Getting Home" with Ben Hague and Dan Petersen.
  • Pass Productions
    Freelance Corporate Film Producer
    Pass Productions Aug 2012 - Sep 2013
    I produced short corporate films and advertisements for businesses who want to expand their online profile and create a portfolio of video material. Clients include The University of Birmingham, Heckmondwike FB, DuraSport, PlayRite, Flow Lamp and Paragon.
  • Bbc
    Production Assistant
    Bbc Apr 2012 - Apr 2012
    London, England, Gb
    2 weeks unpaid experience as a production runner on the set and in the production office for "Loving Miss Hatto"

Charles J. Pass Cpfa® Skills

Camera Operating Video Editing Video Production Film Production Advertising Broadcast Film Video Social Media Final Cut Pro Television Drama Blogging Facebook Radio Digital Media Editing New Media Directing Account Management Business Planning Employee Benefits Financial Services Investments Life Insurance Mutual Funds Retirement Planning Personal Finance Wealth Accumulation

Charles J. Pass Cpfa® Education Details

  • New York Film Academy
    New York Film Academy
    Producing For Film And Tv
  • University Of Birmingham
    University Of Birmingham
    Drama And Theatre Arts
  • Repton School
    Repton School

Frequently Asked Questions about Charles J. Pass Cpfa®

What company does Charles J. Pass Cpfa® work for?

Charles J. Pass Cpfa® works for Michigan Retirement Advisors

What is Charles J. Pass Cpfa®'s role at the current company?

Charles J. Pass Cpfa®'s current role is Partner at Michigan Retirement Advisors.

What is Charles J. Pass Cpfa®'s email address?

Charles J. Pass Cpfa®'s email address is ch****@****lpl.com

What schools did Charles J. Pass Cpfa® attend?

Charles J. Pass Cpfa® attended New York Film Academy, University Of Birmingham, Repton School.

What skills is Charles J. Pass Cpfa® known for?

Charles J. Pass Cpfa® has skills like Camera Operating, Video Editing, Video Production, Film Production, Advertising, Broadcast, Film, Video, Social Media, Final Cut Pro, Television, Drama.

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