Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Monturio is a financial advisor with J.P. Morgan Securities LLC. Charles has over 20 years of experience in the financial services industry. Charles is a licensed investment advisor representative and has a Series 7, Series 63, and Series 65 license. Prior to joining J.P. Morgan Securities LLC, Charles worked at Morgan Stanley. Charles offers financial planning, portfolio management, and pension consulting services to individual and institutional clients. Charles is registered to provide investment advice in 49 states and the District of Columbia.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
MA
11/03/2017 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
06/01/2009 - 11/03/2017
MORGAN STANLEY (BOSTON MA)
MA
02/29/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
06/18/1998 - 03/12/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
IA
Issued 04/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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 PHLX LLC
N
New York Stock Exchange
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