Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Faith Wilson is a financial professional with over 30 years of experience in the industry. Charlene has a broad range of experience working with various firms including G. A. Reppele & Company, First Avenue, Swartwood, Hesse Inc. and HCFP/Capital Markets LLC. Charlene has held numerous roles including Operations Professional and is currently registered with Montec Securities LLC. Charlene is Series 27, SIE, and Series 99TO licensed.
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.
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.
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NY
04/27/2021 - Present
Montec Securities LLC (NEW YORK NY)
FL
12/06/2022 - 08/05/2024
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NY
12/12/2023 - 06/13/2024
FIRST AVENUE (NEW YORK NY)
NY
07/10/2018 - 11/22/2023
SWARTWOOD, HESSE INC. (NEW YORK NY)
NY
07/09/2018 - 11/22/2023
HCFP/CAPITAL MARKETS LLC (NEW YORK NY)
NY
06/19/2020 - 11/13/2023
FIRST AVENUE (NEW YORK NY)
WI
04/28/2022 - 09/07/2023
ENTRUSTODY FINANCIAL, LLC (Wauwatosa WI)
CT
05/30/2019 - 09/05/2023
ERG SECURITIES (US) LLC (NORWALK CT)
TX
03/22/2022 - 08/24/2023
THE GROWTH STAGE INC. (DALLAS TX)
NY
02/13/2023 - 08/16/2023
ATOMIC BROKERAGE LLC (NEW YORK NY)
NY
09/07/2021 - 08/11/2023
JUSTLY MARKETS LLC (NEW YORK NY)
MA
04/17/2023 - 08/01/2023
DIFFRACTIVE DISTRIBUTION, LLC (BOSTON MA)
NY
12/14/2021 - 05/19/2023
EC SECURITIES LLC (NEW YORK NY)
CA
04/14/2022 - 12/31/2022
ALBERT SECURITIES, LLC (SANTA BARBARA CA)
CA
07/10/2019 - 07/01/2022
MIRAE ASSET WEALTH MANAGEMENT (USA) INC. (LOS ANGELES CA)
TX
12/22/2021 - 01/27/2022
TCBI SECURITIES (DALLAS TX)
FL
03/15/2021 - 11/09/2021
VELOX CLEARING LLC (MIAMI FL)
FL
08/30/2019 - 03/02/2021
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NY
09/02/2015 - 03/12/2019
T-REX SECURITIES, LLC (NEW YORK NY)
CT
05/03/2017 - 06/20/2018
ALDWYCH SECURITIES LLC (STAMFORD CT)
CA
02/12/2014 - 07/03/2017
LUCIA SECURITIES, LLC (SAN DIEGO CA)
MO
04/08/2016 - 08/16/2016
OAKBRIDGE FINANCIAL SERVICES (KIRKWOOD MO)
GA
05/13/2015 - 08/02/2016
GLASSRATNER SECURITIES, LLC (ATLANTA GA)
PA
12/21/2005 - 09/30/2013
PNC INVESTMENTS (PITTSBURGH PA)
VA
01/18/2006 - 09/27/2013
HARRIS WILLIAMS & CO. (RICHMOND VA)
PA
07/12/1989 - 09/27/2013
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
OH
05/29/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
ME
02/01/2007 - 09/12/2008
NORTHERN FUNDS DISTRIBUTORS, LLC (PORTLAND ME)
ME
01/29/2007 - 09/12/2008
BB&T AM DISTRIBUTORS, INC. (PORTLAND ME)
PA
01/29/2007 - 09/12/2008
BLACKROCK DISTRIBUTORS, INC (KING OF PRUSSIA PA)
ME
01/29/2007 - 09/12/2008
MGI FUNDS DISTRIBUTORS, INC. (PORTLAND ME)
ME
01/29/2007 - 09/12/2008
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
01/29/2007 - 10/01/2007
PERSIMMON SECURITIES, INC. (KING OF PRUSSIA PA)
PA
02/05/2004 - 03/19/2004
PNC INVESTMENTS (PITTSBURGH PA)
BC
Issued 04/04/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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