Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Colin Jellinghaus is a financial advisor with over 25 years of experience in the financial services industry. Currently, Charles is registered with Icapital Markets LLC in New York. Charles has held previous positions with ACERVUS SECURITIES, INC., DEUTSCHE BANK SECURITIES INC., CREDIT SUISSE SECURITIES (USA) LLC, WACHOVIA CAPITAL MARKETS, LLC, ATALANTA SOSNOFF MANAGEMENT, LLC, AMERICAN SKANDIA MARKETING, INC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and FIDELITY BROKERAGE SERVICES, INC. Charles holds the Series 7, 9, 10, 24, 63 and 65 licenses.
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
07/15/2024 - Present
Icapital Markets LLC (NEW YORK NY)
NY
03/30/2021 - 12/21/2022
ACERVUS SECURITIES, INC. (NEW YORK NY)
NY
10/11/2016 - 08/11/2020
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/14/2006 - 05/13/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
04/22/2005 - 07/13/2006
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
NY
09/26/2003 - 04/15/2005
ATALANTA SOSNOFF MANAGEMENT, LLC (NEW YORK NY)
CT
03/04/2002 - 05/10/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
RI
04/17/1996 - 10/23/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/20/1995 - 04/17/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 01/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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