Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles E. Bell is an active investment advisor representative with Morgan Stanley. Charles has been in the financial industry since 1993 and has a wide range of experience, including investment advisory, brokerage, and estate planning. He has a Series 7, Series 3, Series 31, and Series 65 licenses. Charles is registered to provide investment advisory and brokerage services in 28 states. Charles is also a member of the Financial Industry Regulatory Authority (FINRA). Charles provides a range of investment advisory services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NC
01/24/2022 - Present
Morgan Stanley (RALEIGH NC)
NC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
NY
06/09/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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