linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charlene Poindexter Morris

Cibc Private Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charlene? Claim Your Profile

About Charlene Poindexter Morris

Charlene Poindexter Morris is an investment advisor representative at CIBC Private Wealth Advisors, Inc. in Chicago, Illinois. Charlene has been in the financial services industry for over 10 years. She has a Series 7 and Series 65 license. Charlene specializes in providing financial planning and investment management services to individuals, families, and businesses. Charlene is also a Registered Investment Advisor (RIA) with the State of Illinois.

Firm Information

Charlene Morris is currently registered with Cibc Private Wealth Advisors, Inc.. CIBC Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Chicago, IL. With a focus on individual and institutional clients, the firm offers a wide range of services, including portfolio management, financial planning, and selection of other advisors. CIBC Private Wealth Advisors, Inc. has approximately $57.31 billion in regulatory assets under management.
Cibc Private Wealth Advisors, Inc.

181 WEST MADISON STREET

CHICAGO, IL 60602

$57.31B

Assets Under Management

Not reported

Total Clients

151

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

index provider

Index provider

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charlene Morris’s Registration & Firm History

IL

09/06/2017 - Present

Cibc Private Wealth Advisors, Inc. (Chicago IL)

IL

02/10/2011 - 03/03/2011

MORGAN STANLEY SMITH BARNEY (DEERFIELD IL)

Not sure if Charlene Poindexter Morris is right for you?

Licenses & Designations

IA

Issued 07/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charlene Poindexter Morris.
Not sure if Charlene Poindexter Morris is right for you?