CHARLES DANIEL YANNICH is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2023-05-31 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2012-08-16 | 2023-06-02 | — |
| EQUITY SERVICES, INC. | 2002-02-13 | 2012-08-17 | — |