Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Andrew Silecchia is a financial advisor registered with Edward Jones. Charles has been in the industry since 1993, and has experience at firms such as Bear, Stearns & Co. Inc. and White River Securities, LLC. He has a Series 66, 63, 7, 55 and SIE licenses. Charles's clients include high net worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high net worth. The advisor's specialties are stocks, mutual funds, bonds and ETFs.
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.
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.
See schedule d - miscellaneous
1
2
NY
09/18/2019 - Present
Edward Jones (ROCKVILLE CENTRE NY)
NY
10/22/1993 - 10/17/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/26/2003 - 08/12/2005
WHITE RIVER SECURITIES, LLC (NEW YORK NY)
NY
09/17/2003 - 12/16/2003
WHITE RIVER SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 05/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1993
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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