Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Epstein is a financial professional with over 37 years of experience in the industry. Charles is currently registered with Global Retirement Partners LLC, where Charles provides financial planning and investment advisory services. Charles has a wide range of experience and holds multiple licenses and certifications, including Series 7, Series 63, and Series 6. Charles has also been a registered representative with Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
CA
06/07/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MA
03/09/1984 - 06/04/2021
MML INVESTORS SERVICES, LLC (East Longmeadow MA)
NA
02/09/1984 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 04/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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