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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 Maratta is an investment advisor representative with Empower Advisory Group, LLC. Charles has been in the securities industry since 2011. Charles is registered in New Jersey, New York, Pennsylvania and Washington. Charles is also a Registered Investment Advisor in New Jersey. Charles has passed the Series 6, 7, 63, and 65 exams, as well as the Securities Industry Essentials Examination. Charles has a CRPC designation. Charles has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Charles specializes in Retirement Planning, Asset Allocation, and Mutual Funds and ETFs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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CO
04/24/2020 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
04/22/2015 - 06/20/2018
PNC INVESTMENTS (HACKETTSTOWN NJ)
NJ
04/28/2014 - 04/08/2015
J.P. MORGAN SECURITIES LLC (RANDOLPH NJ)
NJ
05/15/2012 - 03/10/2014
LPL FINANCIAL LLC (PRINCETON NJ)
NJ
03/18/2011 - 02/17/2012
METLIFE SECURITIES INC. (CRANFORD NJ)
IA
Issued 12/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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