Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Valentino is a financial advisor with J.P. Morgan Securities LLC. Charles has been in the financial industry for over 9 years. Charles has a Series 66, Series 10, Series 9, Series 4, Series 99TO, SIE, and Series 7. Charles holds licenses in 53 states and is registered with FINRA as a Registered Representative and Investment Advisor Representative. Charles specializes in offering investment advisory services and financial planning to individuals, businesses, and institutions. Charles also provides portfolio management and selection of other advisors. Charles is passionate about helping clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
06/28/2019 - Present
J.p. Morgan Securities LLC (Boston MA)
OH
10/31/2014 - 11/20/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 06/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2023
Series 4 - Registered Options Principal Examination
BC
Issued 05/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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