Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Daniel Massaro

National Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Daniel Massaro

Charles Massaro is a financial professional with over 7 years of experience in the financial services industry. Charles has a Series 99 and SIE license and is currently registered with National Financial Services LLC. Charles previously worked at Goldman Sachs & Co. LLC from March 2016 to September 2023.

Firm Information

Charles Massaro is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Massaro’s Registration & Firm History

NJ

12/13/2023 - Present

National Financial Services LLC (JERSEY CITY NJ)

NY

03/28/2016 - 09/06/2023

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

Not sure if Charles Daniel Massaro is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2016

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Daniel Massaro.
Not sure if Charles Daniel Massaro is right for you?