linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Joshua Ditkoff

Marwood Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Joshua Ditkoff

Charles Ditkoff is a financial professional with over 28 years of experience in the securities industry. Charles is a registered representative with Marwood Group, and has previously worked with MTS Securities, LLC, Marwood Group, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA SECURITIES LLC, MORGAN STANLEY & CO., INCORPORATED, and CS FIRST BOSTON CORPORATION. Charles holds the Series 7, 63, 24, and SIE licenses and is a registered principal with Marwood Group. Charles is also a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Charles Ditkoff is currently registered with Marwood Group. Marwood Group is a Limited Liability Company formed on June 6, 2001, and is registered in Nevada, New Mexico, New York, and Oregon. They provide finder services and have a website at HTTP://WWW.MARWOODGROUP.COM/FINANCIAL-ADVISORY. Their client base includes corporations or other businesses, with assets under management of $0.

Not reported

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

finder services

Finder services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Ditkoff’s Registration & Firm History

NY

05/23/2023 - Present

Marwood Group (NEW YORK NY)

NY

09/22/2017 - 05/11/2023

MTS SECURITIES, LLC (NEW YORK NY)

NY

03/31/2014 - 09/11/2017

MARWOOD GROUP (NEW YORK NY)

NY

01/02/2009 - 07/05/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

02/11/1999 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

04/20/1994 - 02/09/1999

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

04/02/1993 - 04/19/1994

CS FIRST BOSTON CORPORATION (NEW YORK NY)

Not sure if Charles Joshua Ditkoff is right for you?

Licenses & Designations

BC

Issued 04/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Joshua Ditkoff.
Not sure if Charles Joshua Ditkoff is right for you?