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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles F Traylor is an investment advisor representative associated with Morgan Stanley. Charles F Traylor has been in the industry since April 2008. Charles F Traylor has passed the Series 3, Series 7 and Series 66 exams and the Securities Industry Essentials (SIE) exam. Charles F Traylor is registered with FINRA and holds active registrations in 37 states and 2 IA states. Charles F Traylor was previously registered with CITIGROUP GLOBAL MARKETS INC. Charles F Traylor provides financial planning, portfolio management for individuals, businesses, and investment companies, educational seminars, selection of other advisors, and asset allocation advice. Charles F Traylor is associated with the Atlanta, GA branch office of Morgan Stanley.
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
GA
02/11/2014 - Present
Morgan Stanley (ATLANTA GA)
GA
04/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 05/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/2008
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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