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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 McNamara, a financial advisor with Morgan Stanley, has been in the industry since 1993. Charles is registered in 48 states and is a licensed Investment Advisor Representative in Minnesota, Texas and Wisconsin. Charles has a breadth of experience in the financial services industry. Charles is also a Series 7, 9, 10, 31 and SIE licensed professional. Charles is a valuable resource for clients seeking wealth management, financial planning, and investment advice.
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
MN
06/01/2009 - Present
Morgan Stanley (Bloomington MN)
MN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMINGTON MN)
MN
03/14/1994 - 04/02/2007
MORGAN STANLEY DW INC. (BLOOMINGTON MN)
MN
03/01/1993 - 03/17/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/01/1993 - 03/17/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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