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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie Natasha Charles is an investment professional with over 16 years of experience in the financial services industry. Angie has been with Morgan Stanley since August 2022, and prior to that, she worked at J.P. MORGAN SECURITIES LLC from November 2012 to July 2022 and UBS FINANCIAL SERVICES INC. from April 2006 to December 2012. Angie is a licensed investment advisor and has a Series 7, Series 10, Series 9, Series 63, and Series 66 licenses. Angie is also a member of FINRA. Angie specializes in providing financial planning, portfolio management, and other investment services to individuals, businesses, investment companies, and charitable organizations. Angie holds designations for all 7 specializations for investment professionals. Angie is committed to helping her clients achieve their financial goals and is dedicated to providing them with the highest level of service and advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/15/2022 - Present
Morgan Stanley (Purchase NY)
NY
11/26/2012 - 07/28/2022
J.P. MORGAN SECURITIES LLC (New York NY)
NY
04/21/2006 - 12/03/2012
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 01/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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