Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Massey is a financial advisor with Fidelity Personal And Workplace Advisors, located in Boston, MA. Charles has been in the financial industry since 2004. Charles is registered with the state of Illinois as an Investment Advisor Representative, as well as with the state of Texas as an Investment Advisor Representative. Charles is also registered with the state of Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Washington, and Wisconsin as a Broker.
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.
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.
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.
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2
MA
10/08/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
12/13/2011 - 04/09/2015
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
07/06/2005 - 11/30/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/11/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
02/24/2004 - 09/30/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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