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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Lynn Charles is a financial advisor with over 20 years of experience in the financial services industry. April has a strong background in investment management and financial planning. April currently works at Urban Wealth Management, a firm that provides a variety of financial services to individual and institutional clients. April has a passion for helping clients achieve their financial goals. Prior to joining Urban Wealth Management, April worked for several other firms, including TRUTORO, PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
05/18/2017 - Present
Urban Wealth Management (EL SEGUNDO CA)
CA
01/08/2019 - 12/31/2022
TRUTORO (El Segundo CA)
CA
06/15/2012 - 09/28/2018
PURSHE KAPLAN STERLING INVESTMENTS (EL SEGUNDO CA)
CA
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (TORRANCE CA)
CA
09/08/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
NY
05/02/2000 - 09/12/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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