Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joseph Incalcaterra is a financial advisor with over 30 years of experience in the industry. Charles currently works at Wells Fargo Clearing Services, LLC, and is registered with the state of New York and Texas. Charles is also a Registered Investment Advisor. In addition to working with individual clients, Charles works with a variety of institutional clients, including corporations, pension funds, and insurance companies.
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.
Investment consulting services to institutional clients
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.
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2
NY
02/17/2022 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
01/14/2022 - 01/27/2022
WELLS FARGO CLEARING SERVICES, LLC (BABYLON NY)
NY
03/12/1991 - 01/19/2022
BNY MELLON SECURITIES CORPORATION (UNIONDALE NY)
NA
02/05/1990 - 06/12/1990
VANDERBILT SECURITIES, INC.
NA
08/22/1989 - 02/15/1990
J. T. MORAN & CO., INC.
IA
Issued 06/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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