Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McAteer is a financial advisor at Aria Wealth Management. Charles has been in the financial services industry since 1995. Charles is registered with the state of Georgia and Texas. Charles's experience includes working for Raymond James Financial Services, Morgan Stanley and Morgan Stanley & Co. Incorporated. Charles holds the Series 7, Series 31, Series 63 and Series 65 licenses. Charles specializes in portfolio management for individuals and businesses, financial planning and pension consulting. Charles has a proven track record of success in helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
10/16/2019 - Present
Aria Wealth Management (SARATOGA CA)
GA
01/30/2015 - 10/10/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
06/01/2009 - 02/03/2015
MORGAN STANLEY (ATLANTA GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
11/14/1995 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
IA
Issued 12/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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