Located just outside of Phoenix, AZ. BPSI has been “lighting the way to a brighter tomorrow” for our registered representatives and clients since 1984. Our approach is straight-forward: support our Reps and clients to identify specific long-term goals and then develop and implement strategies to meet them. Our unique combination of the best Reps in the industry and convenient access to an extensive portfolio of mutual funds, variable products, stocks and bonds provides clients peace of mind when thinking about how to achieve their financial services goals.
In 2018, BPSI took a quantum leap forward in our mission to better serve our reps and clients, partnering with Brokers Alliance and Acrylic Financial to create a 3-legged stool for financial services. By synthesizing a captive business model in an independent setting, our firms’ respective reps, agents and advisors have access to the some of the biggest and best companies, products and services in the financial services industry.
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Charles Truhlar is the Business Development Officer and registered representative with Brooklight Place Securities®, Inc., holding SIE (Securities Industry Essentials), Series 7TO (General Securities Representative), 63 (Uniform Securities Agent State Law), 28 (Financial Operations Principal) and 24 (General Securities Principal) licenses and a licensed insurance agent. Please refer to my profile on FINRA’s BrokerCheck website by clicking here.
Mr. Truhlar is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF), Accredited Investment Fiduciary (AIF), and a musician, bad golfer and good cook.
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Brooklight Place Securities® Inc. is looking for registered representatives to join the firm. If you are interested in learning more about Brooklight Place Securities® Inc., please contact us.