Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Logue is a registered representative with MML Investors Services, LLC. Charles has been working in the financial industry since 2012. Charles previously worked at UBS Financial Services Inc., Morgan Stanley, LPL Financial LLC, and VOYA FINANCIAL PARTNERS, LLC. Charles has passed the Series 6, 7, 63, and 66 exams. Charles is registered to provide investment advice in the state of Florida.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
08/03/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
08/08/2017 - 12/26/2018
UBS FINANCIAL SERVICES INC. (SPRINGFIELD MA)
CT
04/26/2016 - 08/17/2017
MORGAN STANLEY (HARTFORD CT)
CT
09/25/2014 - 04/04/2016
LPL FINANCIAL LLC (CHESHIRE CT)
CT
08/06/2012 - 09/19/2014
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
BOTH
Issued 04/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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