Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edward Reardon is a financial advisor who has been in the industry since 1986. Charles is currently registered with Morgan Stanley. Charles is also registered in 42 states and is approved to advise on both a broker-dealer and an investment advisor level. Prior to joining Morgan Stanley, Charles has also worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Charles provides financial advice to individuals, businesses, high net worth individuals, charitable organizations, insurance companies, investment companies, banking and thrift institutions, pension and profit sharing plans, state or municipal government entities, and other investment advisers.
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
NM
06/01/2009 - Present
Morgan Stanley (Albuquerque NM)
NM
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALBUQUERQUE NM)
NM
07/23/1986 - 04/02/2007
MORGAN STANLEY DW INC. (ALBUQUERQUE NM)
IA
Issued 08/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
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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