Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Reinhard is an investment advisor representative with Citigroup Global Markets Inc. Charles has been in the industry for over 20 years and has experience with many different firms, including Morgan Stanley, Lehman Brothers Inc., and CS First Boston Corporation. Charles has a strong background in financial planning, portfolio management, and asset allocation. Charles is registered to provide investment advice in both New Jersey and New York.
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.
Asset allocation advice
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
07/06/2015 - 05/31/2017
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
01/29/2015 - 04/20/2015
RAFFERTY CAPITAL MARKETS, LLC (NEW YORK NY)
NY
10/26/2011 - 05/01/2013
MORGAN STANLEY (PURCHASE NY)
NY
01/25/2006 - 06/03/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
03/20/2003 - 01/25/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/20/2001 - 12/04/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
CT
04/16/1997 - 11/15/2000
ABN AMRO INCORPORATED (STAMFORD CT)
NY
05/17/1994 - 04/01/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
NY
11/22/1992 - 04/26/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 12/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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