Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Christopher Gilbert is a financial advisor in Plymouth, MA, and is registered with Citizens Securities, Inc. Charles has been working in the financial industry for over 20 years. Charles is also registered with the state of Rhode Island. Charles' firm, Citizens Securities, Inc. has assets under management of $9 billion. Charles is a Series 6, 7, 10, 24, 63 and 65 licensed advisor and is experienced in providing financial advice for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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.
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MA
11/05/2018 - Present
Citizens Securities, Inc. (PLYMOUTH MA)
RI
01/26/2016 - 12/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
03/16/2011 - 09/30/2014
NGAM DISTRIBUTION, L.P. (BOSTON MA)
MA
09/11/2006 - 03/10/2011
TD AMERITRADE, INC. (BOSTON MA)
MA
02/15/2006 - 08/28/2006
INFINEX INVESTMENTS, INC. (QUINCY MA)
MA
04/08/2002 - 02/22/2006
CCO INVESTMENT SERVICES CORP. (BRAINTREE MA)
NY
01/31/2000 - 03/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
02/03/1997 - 02/07/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
07/24/1996 - 10/04/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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