Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Albert McGlynn has been in the financial services industry since 2001. Charles is currently registered with Private Advisor Group, LLC, a firm with a history of providing financial planning and asset management services. Prior to joining Private Advisor Group, LLC, Charles worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Charles is registered to provide investment advisory services in various states including California, Colorado, Delaware, Florida, Georgia, Maryland, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia, 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/04/2012 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
05/30/2008 - 06/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
04/02/2007 - 06/02/2008
MORGAN STANLEY & CO. INCORPORATED (DOYLESTOWN PA)
PA
04/06/2001 - 04/02/2007
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
BOTH
Issued 04/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles McGlynn is the right advisor for you? Invested Better is here to help.
