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. Hansen is a financial advisor with Morgan Stanley. Charles has been in the financial services industry since 2008. Charles has a Series 7, Series 31, and Series 66 license. Charles has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Charles is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA). Charles is also registered with the state of Texas. Charles's current employment with Morgan Stanley is based out of the Lisle, IL branch office location. Charles was previously employed by Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc.
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
IL
02/05/2020 - Present
Morgan Stanley (Lisle IL)
IL
09/21/2011 - 06/18/2019
MORGAN STANLEY (Chicago IL)
IL
06/01/2009 - 03/03/2011
MORGAN STANLEY SMITH BARNEY (OAK BROOK IL)
IL
03/13/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)
IL
01/23/2008 - 02/27/2008
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
BOTH
Issued 02/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/2008
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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