Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Buisseret is an investment professional with over two years of experience in the financial services industry. Charles is currently a registered representative at Oppenheimer & Co. Inc. where Charles has held the position since February 2022. Prior to joining Oppenheimer & Co. Inc., Charles was employed at MVISION PRIVATE EQUITY ADVISERS USA LLC. Charles is a highly qualified professional with a comprehensive understanding of the financial markets and investment strategies. Charles is dedicated to providing clients with personalized financial advice and investment solutions.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
02/09/2022 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
NY
07/24/2020 - 12/06/2021
MVISION PRIVATE EQUITY ADVISERS USA LLC (NEW YORK NY)
BC
Issued 11/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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