Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Verruggio is an Investment Advisor Representative with Wolf Group Capital Advisors and has been with this firm since August 2015. Charles has been working in the financial services industry for more than 20 years. Prior to joining Wolf Group Capital Advisors, Charles was employed by Allegheny Investments, LTD., MML Investors Services, Inc., Citizens Investment Services Corp., and Morgan Stanley DW Inc. Charles has passed Series 31, Series 7, Series 65 and Series 66 examinations. Charles is registered as an Investment Advisor Representative in Virginia, Texas and Pennsylvania. Charles specializes in portfolio management for individuals, businesses, and charitable organizations. Charles also provides financial planning and selection of other advisers services.
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.
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.
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.
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VA
05/11/2012 - Present
Wolf Group Capital Advisors (FAIRFAX VA)
PA
10/27/2010 - 04/02/2012
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
NY
09/20/2006 - 12/18/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
MA
08/13/2004 - 12/17/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
RI
04/15/2003 - 10/03/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
07/21/2000 - 04/05/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/06/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
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