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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 John Kunda is a financial advisor with Morgan Stanley, having joined in June 2009. Before that, Charles John Kunda was associated with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., BRIAN COHN, INC., FOXHALL GROUP SECURITIES, INC., and FOXHALL INVESTMENT CORPORATION. Charles John Kunda has experience in the industry dating back to January 25, 1988. Charles John Kunda is registered in 53 states. The advisor holds Series 63, Series 65, Series 7, Series 6, Series 22 and Series 31 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
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.
See schedule d miscellaneous
1
2
MD
06/01/2009 - Present
Morgan Stanley (Baltimore MD)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
10/06/1999 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
VA
06/06/1989 - 12/16/1999
BRIAN COHN, INC. (VINT HILL VA)
NA
04/28/1988 - 05/02/1990
FOXHALL GROUP SECURITIES, INC.
NA
01/26/1988 - 05/06/1988
FOXHALL INVESTMENT CORPORATION
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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