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 Tauber is a financial professional with over two decades of experience in the industry. Charles has a strong background in investment banking, having worked at Citigroup Global Markets Inc. and Citicorp Securities, Inc. Charles currently works for PJT Partners LP. Charles has a Series 7, Series 24, Series 63, and Series 79TO license and holds a registration in New York.
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
11/19/2021 - Present
PJT Partners LP (NEW YORK NY)
NY
12/18/1998 - 10/25/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/07/1998 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 01/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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