Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lieberman is an investment advisor representative with Advisors Capital Management, LLC. Charles has been in the industry since 1982 and has experience in a variety of financial markets. Charles is a Registered Representative and Investment Advisor Representative who holds Series 3, 5, 7, 16, 24, 63, and 66 securities licenses. Charles has a background in portfolio management and financial planning. Charles works with a variety of clients, including individuals, corporations, high-net-worth individuals, and institutional clients. Charles has worked for several firms in the past, including Wall Street Financial Group, Inc., First Institutional Securities, LLC, Chase Securities Inc., Manufacturers Hanover Securities Corporation, Shearson Lehman Brothers Inc. and Morgan Stanley & Co., Incorporated.
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.
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
NJ
04/19/2006 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
NJ
07/12/2001 - 03/14/2014
WALL STREET FINANCIAL GROUP, INC. (HASBROUCK NJ)
NJ
04/29/1999 - 07/05/2000
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
NY
01/01/1992 - 08/18/1997
CHASE SECURITIES INC. (NEW YORK NY)
NA
02/06/1986 - 01/01/1992
MANUFACTURERS HANOVER SECURITIES CORPORATION
NA
10/14/1983 - 04/09/1986
SHEARSON LEHMAN BROTHERS INC.
NA
05/21/1982 - 10/11/1983
MORGAN STANLEY & CO., INCORPORATED
BOTH
Issued 04/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1997
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1987
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
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