Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles I Ojeh is a financial advisor with over six years of experience in the industry. Charles is currently registered with Citigroup Global Markets Inc. and is licensed in New York. Charles has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and National Securities Corporation. Charles has a strong background in providing investment advice to individuals, corporations, high-net-worth individuals, and charitable organizations. Charles is committed to providing clients with personalized financial advice and investment strategies tailored to their unique needs and 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/16/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NJ
10/17/2019 - 08/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ISELIN NJ)
NY
05/25/2017 - 08/01/2019
CHARLES SCHWAB & CO., INC. (New York City NY)
NJ
01/01/2016 - 04/26/2017
NATIONAL SECURITIES CORPORATION (ISELIN NJ)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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