Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Palmer is a financial advisor with over 19 years of experience in the financial services industry. Charles is currently registered with Kestra Private Wealth Services, LLC in both Pennsylvania and Texas. Previously, Charles was registered with Morgan Stanley and Citigroup Global Markets Inc. Charles holds the Series 7, Series 31, Series 66 and SIE licenses. Charles also has a CFP® designation. Charles specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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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2
PA
09/13/2023 - Present
Kestra Private Wealth Services, LLC (SEWICKLEY PA)
PA
06/01/2009 - 09/20/2023
MORGAN STANLEY (Pittsburgh PA)
IL
05/27/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 06/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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