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 Wenzel is a financial professional with over 20 years of experience in the financial services industry. Currently, Charles is registered with Cohen & Steers Securities, LLC and has been with the firm since April 2016. Previously, Charles was affiliated with Ascensus Financial Services, LLC., P.J. Robb Variable Corporation, and BISYS Fund Services Limited Partnership. Charles holds a Series 6, 7, 24, and 63 license, and has been registered in 53 states.
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
04/06/2016 - Present
Cohen & Steers Securities, LLC (NEW YORK NY)
PA
08/28/2013 - 03/07/2016
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
PA
03/12/2009 - 08/01/2013
P.J. ROBB VARIABLE CORPORATION (DRESHER PA)
ME
12/12/2000 - 07/31/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
MA
03/20/1998 - 05/09/2000
SELIGMAN ADVISORS, INC. (BOSTON MA)
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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