Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Catapano is an Investment Advisor Representative at RMR Wealth Builders, Inc. Charles is a financial advisor with experience providing a variety of services to individual clients, corporations, and charitable organizations. Charles has been in the financial industry since 2007 and is registered in both New Jersey and New York. Charles specializes in financial planning, pension consulting, and portfolio management.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NY
02/16/2021 - Present
RMR Wealth Builders, Inc. (Eastport NY)
FL
12/03/2019 - 04/07/2022
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
07/24/2018 - 12/03/2019
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NY
02/08/2018 - 07/26/2018
AXA ADVISORS, LLC (WOODBURY NY)
NY
02/23/2007 - 02/26/2014
LPL FINANCIAL LLC (MERRICK NY)
BOTH
Issued 03/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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