Charles Robert Klimas

Current Employers

Employment History

• 09/2006 → Present
  American Independent Marketing
  Yakima, WA
• 03/2014 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2009-01-23 → 2014-03-26
  Securities America Advisors, Inc.
  Havre, MT
• 2007-02-05 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Havre, MT
  Folsom, CA
  Havre, MT

Other Businesses

AMERICAN INDEPENDENT MARKETING/ INSURANC--INSURANCE REPRESENTATIVE - 85% TIME SPENT KLIMAS FINACIAL SERVICES, INC. ING RELIASTAR/ TERM AND UNIVERSAL LIFE INSURANCE --SALES REP - 5% TIME SPENT KLIMAS FINANCIAL SERVICES POSITION: SALES NATURE: INVESTMENT AND NSURANCE SALES, DBA INVESTMENT RELATED: YES NUMBER OF HOURS: 50 INVESTMENT RELATED HOURS: 50 START DATE: 06/04/2001 ADDRESS: 410 4TH AVE, HAVRE MT 59501 DESCRIPTION: SELL LTCI, VARIABLE ANNUITIES, MEDICARE SUPPLEMENTS, LIFE INSURANCE AURORA PREGNANCY SUPPORT INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "430 7th Ave, lower level, Havre, MT, 59501, United States", Aurora Pregnancy Support, Board Chair START DATE: 3/1/2025, 50 hours per month, 0 hours per month during trading hours, No Compensation DESCRIPTION: Board Chair

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-06
• S63 Uniform Securities Agent State Law Examination
  2000-07-26

Other Names

• Charlie Klimas