Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McBride is a financial professional with over 30 years of experience in the securities industry. Charles is currently registered with Stonex Financial Inc. in Florida. Charles has previously been registered with INTL FCSTONE CREDIT TRADING LLC, JONESTRADING, EXECUTION SERVICES INCORPORATED and MORGAN STANLEY & CO., INCORPORATED. Charles holds Series 3, 4, 7, 24, 55, 57TO, 63, 99TO, and SIE licenses. Charles has held principal licenses since 1996. Charles is a registered representative in Florida and New York.
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.
1
2
FL
01/18/2018 - Present
Stonex Financial Inc. (WINTER PARK FL)
FL
01/30/2019 - 05/01/2019
INTL FCSTONE CREDIT TRADING LLC (WINTER PARK FL)
FL
08/17/1993 - 12/22/2017
JONESTRADING (Lake Mary FL)
NY
02/22/1986 - 07/12/1993
EXECUTION SERVICES INCORPORATED (NEW YORK NY)
NA
04/18/1984 - 02/24/1986
MORGAN STANLEY & CO., INCORPORATED
BC
Issued 08/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/1989
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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