Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Morrow is a financial advisor with over 30 years of experience in the financial services industry. She currently works with Osaic Wealth, Inc. based in Scottsdale, AZ and Orchard Park, NY. Charlene has held several licenses and passed numerous exams throughout her career, including Series 7, 6, 63, 65, 24 and 51. She is also a Chartered Financial Consultant. Prior to joining Osaic Wealth, Inc., Charlene has worked with other financial institutions such as Royal Alliance Associates, Inc., United Securities Alliance, Inc., Leigh Baldwin & Co., LLC and 1717 Capital Management Company. Charlene Morrow works with a variety of clients including individuals, high-net-worth individuals, businesses, charitable organizations, pension plans, and state or municipal government entities.
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.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
03/01/2007 - 03/02/2007
ROYAL ALLIANCE ASSOCIATES, INC. (EAST AURORA NY)
NY
03/19/2003 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (EAST AURORA NY)
NY
10/14/1999 - 03/11/2003
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
DE
10/21/1993 - 10/21/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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