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Charles B Hagel

Morgan Stanley

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About Charles B Hagel

Charles Hagel is a financial advisor with Morgan Stanley. Charles has been in the financial industry since 1998. Charles has a wide range of experience with previous firms like Truist Investment Services, Inc. and Directed Services LLC. Charles holds the following licenses: Series 6, Series 7, Series 9, Series 10, Series 24, and Series 66. Charles is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Charles Hagel is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Charles Hagel’s Registration & Firm History

GA

01/10/2024 - Present

Morgan Stanley (Atlanta GA)

GA

06/29/2017 - 01/02/2024

TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)

PA

07/23/2012 - 02/02/2017

DIRECTED SERVICES LLC (WEST CHESTER PA)

PA

07/23/2012 - 02/02/2017

VOYA AMERICA EQUITIES, INC. (WEST CHESTER PA)

CT

07/23/2012 - 02/02/2017

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

07/23/2012 - 02/02/2017

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

CT

07/23/2012 - 09/30/2016

VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)

GA

05/11/2012 - 07/13/2012

TWS FINANCIAL, LLC. (ATLANTA GA)

GA

03/22/2012 - 05/14/2012

SECURITIES SERVICE NETWORK, INC. (ATLANTA GA)

GA

06/20/2011 - 03/19/2012

QUESTAR CAPITAL CORPORATION (WOODSTOCK GA)

AZ

02/22/2011 - 05/20/2011

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

02/22/2011 - 05/20/2011

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

GA

06/12/2007 - 05/20/2011

FSC SECURITIES CORPORATION (ATLANTA GA)

FL

11/04/1997 - 06/13/2007

AMERIPRISE FINANCIAL SERVICES, INC. (JACKSONVILLE FL)

MN

11/04/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/07/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/01/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/03/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Charles B Hagel.
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