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 Linfante is a financial professional with over 30 years of experience in the industry. Charles is currently registered with MML Investors Services, LLC. Charles has previously been employed by MSI Financial Services, INC. and Metropolitan Life Insurance Company. Charles is registered in several states, including Arkansas, Florida, Kentucky, Maine, New Jersey, New York, and Pennsylvania. Charles also holds Series 6, Series 63, and SIE licenses. Charles offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and asset allocation programs.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
11/08/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
11/08/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
BC
Issued 10/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Linfante is the right advisor for you? Invested Better is here to help.
