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Charles Thomas Puccio is a financial advisor professional located in Coralville, IA. They specialize in financial advisory. With over 25 years of experience, they bring deep expertise to every client.
Charles Thomas Puccio - United Planners' Financial Services Of America A Limited Partner holds an active professional license (FINRA CRD) for your protection.
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Charles Thomas Puccio operates as a financial advisor in Coralville, Iowa, with 25 years of experience in the field. He is registered with United Planners' Financial Services Of America as a Limited Partner and holds a FINRA CRD license number 4334931. With over two decades in financial advisory work, Puccio brings extensive professional experience to client relationships.
A FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and dealers in the United States. This license type signals that the advisor has met FINRA's registration requirements and is subject to ongoing regulatory oversight and compliance standards. FINRA registration typically covers securities trading and investment advisory activities, ensuring the advisor operates within established regulatory frameworks designed to protect investors.