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 Morgan is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Charles Morgan has been in the financial services industry since October 14, 1998. He has held positions at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc. and First Union Brokerage Services, Inc. Charles Morgan is a Certified Financial Planner. He is registered in 27 states and is a registered Investment Advisor Representative in New Jersey. Charles Morgan's firm offers a variety of financial services, including investment advisory services, financial planning, and pension consulting. Charles Morgan is a registered representative of Raymond James Financial Services Advisors, Inc., member FINRA/SIPC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ROCHELLE PARK NJ)
NJ
01/01/2008 - 05/13/2008
WACHOVIA SECURITIES, LLC (ORADELL NJ)
NJ
03/21/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ORADELL NJ)
NC
10/15/1998 - 03/24/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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