Security Federal Investment Services was established in December of 2016. Since then LPL Financial Advisor Charlie Vergara has been helping Security Federal Investment Services clients to set and work toward financial goals.
Are you ready to make a plan for your financial future? If so, Charlie would love to help you with your plan!
Charlie lives in Lafayette and is a Purdue alumnus, having earned a Bachelor of Science degree in Financial Counseling and Planning. He earned the FINRA Series 7 and 66 registrations, held through LPL Financial, as well as his state life and health insurance licenses. Charlie recently obtained his CERTIFIED FINANCIAL PLANNER™ certification. This designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning.
As a licensed financial professional, he is here to help build financial plans to fit your unique goals. Contact Charlie today to see how his services may be of help to you.
Call 765-471-3507 or send an email to firstname.lastname@example.org to schedule an appointment with Charlie today! Ask about our complimentary financial checkups.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Security Federal Savings Bank and Security Federal Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Security Federal Investment Services, and may also be employees of Security Federal Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Security Federal Savings Bank and Security Federal Investment Services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Indiana. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value