Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Noble is a financial advisor with over 26 years of experience in the financial services industry. Charlene is currently registered with Morgan Stanley and has held previous positions with RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Citigroup Global Markets Inc. and Salomon Smith Barney Inc. Charlene specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Charlene is licensed to provide financial services in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Hawaii, Idaho, Indiana, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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
OR
02/22/2023 - Present
Morgan Stanley (EUGENE OR)
OR
08/07/2017 - 03/08/2023
RBC CAPITAL MARKETS, LLC (EUGENE OR)
CA
10/14/2013 - 07/25/2017
MORGAN STANLEY (SAN RAFAEL CA)
CA
03/22/2011 - 06/11/2013
WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)
CA
04/18/2005 - 03/23/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
NJ
01/05/2005 - 04/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/06/2002 - 09/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/02/1996 - 06/05/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
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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