Unclaimed
Charles Murin is a financial advisor registered with the state of Illinois and has been in the financial services industry since May 2014. Charles Murin is currently employed by Corient. Corient is an investment advisory firm that provides a wide range of services to individuals, businesses, and institutions. Corient has a total of 1341 clients and $118,191,936,095 in assets under management. Charles Murin is a Certified Financial Planner and has a Series 65 license. Charles Murin specializes in financial planning, pension consulting, and portfolio management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
12/14/2022 - Present
Corient (MIAMI FL)
IA
Issued 09/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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