Unclaimed
Charles Clement Stavitski is a financial advisor with Roosevelt & Cross, Inc., a firm with offices in New York City and Stamford, Connecticut. Charles began his career in the financial services industry in 2007. He has a wide range of experience and holds licenses in various states for securities and investment products. Charles is committed to providing his clients with the highest level of personalized financial guidance and services.
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.
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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2
NY
12/17/2007 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
BC
Issued 04/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 11/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/12/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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