Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charissa? Claim Your ProfileCharissa Gorman is a financial advisor with Pathstone. Charissa has been in the industry since 2009. Charissa has a Series 7 and Series 63 license and is also a Certified Financial Planner. Charissa has experience working with high-net-worth individuals, families, trusts, foundations, endowments, and other institutions. Charissa is committed to providing her clients with personalized financial advice and guidance. Charissa works with her clients to develop comprehensive financial plans that address their unique needs and goals.
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.
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.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
03/23/2015 - Present
Pathstone (ENGLEWOOD NJ)
NY
03/27/2009 - 10/11/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 04/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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