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 Singer is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Charles has been in the financial industry since 1980 and has held previous positions at a number of firms, including Wells Fargo Clearing Services, LLC, Robert W. Baird & Co. Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, and Thomson McKinnon Securities Inc. Charles has a wide range of experience and expertise in the financial services industry, and he is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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.
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2
IN
06/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
02/25/2013 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
01/07/2010 - 02/27/2013
ROBERT W. BAIRD & CO. INCORPORATED (INDIANAPOLIS IN)
IN
06/01/2009 - 01/20/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/21/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
01/19/1980 - 03/20/1985
THOMSON MCKINNON SECURITIES INC.
IA
Issued 07/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1992
Series 15 - Foreign Currency Options Examination
BC
Issued 01/14/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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