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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Clifford Vicente is an Investment Advisor Representative for Blackrock Investment Management, LLC in Philadelphia, PA. Charles has 2 years of experience in the financial services industry. Charles is licensed to provide investment advice in New Jersey and Pennsylvania. Prior to joining Blackrock Investment Management, LLC, Charles worked as an Investment Advisor Representative for Janney Montgomery Scott LLC. Charles holds a Series 7TO, Series 66 and SIE. Charles is an experienced investment advisor with a strong understanding of the financial markets. Charles is committed to providing his clients with personalized investment advice and guidance to help them achieve 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/04/2024 - Present
Blackrock Investment Management, LLC (Philadelphia PA)
PA
09/23/2021 - 05/09/2024
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NJ
07/14/2021 - 09/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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