Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Correal is a financial advisor with over 37 years of experience in the industry. Charles is currently registered with LPL Financial LLC and has been with the firm since March 2023. Prior to that, Charles was a financial advisor with Harvest Financial Corporation from May 2016 to April 2023. Charles has also worked for Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Janney Montgomery Scott LLC, and Legg Mason Wood Walker, Incorporated. Charles is a Series 7 and Series 63 licensed holder.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
03/29/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
05/24/2016 - 04/13/2023
HARVEST FINANCIAL CORPORATION (PITTSBURGH PA)
PA
06/01/2009 - 05/18/2016
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
02/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PITTSBURG PA)
PA
03/02/1992 - 03/07/2006
JANNEY MONTGOMERY SCOTT LLC (CANNONSBURG PA)
MD
01/22/1988 - 03/11/1992
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
06/18/1985 - 02/02/1988
JANNEY MONTGOMERY SCOTT INC.
BC
Issued 06/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Correal is the right advisor for you? Invested Better is here to help.
