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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Strauss-wilson is a financial advisor at Morgan Stanley with over 15 years of experience in the financial services industry. Charlene began her career at Robert W. Baird & Co. Incorporated and subsequently joined Wells Fargo Clearing Services, LLC before joining Morgan Stanley in 2017. Charlene's expertise covers a wide range of financial planning and investment strategies. She is passionate about helping clients reach their financial goals and is committed to providing personalized service. Charlene holds licenses in securities and investment advisory services across numerous states and has successfully completed several industry certifications. She is actively involved in her community and is dedicated to assisting clients in developing and executing comprehensive financial plans tailored to their specific needs.
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
WI
02/10/2017 - Present
Morgan Stanley (Mequon WI)
WI
03/31/2006 - 03/01/2017
WELLS FARGO CLEARING SERVICES, LLC (MEQUON WI)
WI
06/04/2003 - 01/11/2006
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
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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