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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene l.? Claim Your ProfileCharlene Miles is an investment advisor representative with Wealthpenn.comllc, which has offices in Purchase, NY. Charlene is a registered representative in New Jersey, New York, and Texas. Charlene has been in the financial industry since August 2007 and has been with Wealthpenn.comllc since June 2009. Charlene specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. Charlene has a broad base of experience working with a variety of client types including high-net-worth individuals, investment companies, insurance companies, charitable organizations, and corporations. Wealthpenn.comllc is a large firm with over 335,000 clients and manages over $1.4 trillion in assets. The firm offers a wide range of financial services including portfolio management, financial planning, and investment research. Wealthpenn.comllc is known for its focus on client service and its commitment to providing its clients with the highest level of personalized financial 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
03/25/2019 - Present
Wealthpenn.comllc (New York NY)
NJ
08/28/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD NJ)
BOTH
Issued 11/6/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/2007
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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