Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Maschi is a financial professional with over 16 years of experience in the industry. Charles is currently registered with Pacer Advisors, Inc. in Pennsylvania and holds the Series 6, 7, 24, 63, and 66 licenses. Charles has previously worked for Neuberger Berman and AXA Distributors, LLC. Charles is a highly qualified advisor with a strong track record of success.
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.
Strategic management for diversified investment portfolios.
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.
1
2
PA
09/16/2021 - Present
Pacer Advisors, Inc. (MALVERN PA)
IL
10/22/2010 - 09/15/2021
NEUBERGER BERMAN BD LLC (CHICAGO IL)
NC
01/01/2005 - 05/13/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
BOTH
Issued 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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