Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Marcel Homoki is a financial advisor who has been in the industry since 2007. Charles has a strong background in the securities industry, having held positions at E*TRADE SECURITIES LLC and E*TRADE CAPITAL MANAGEMENT LLC. Charles is currently registered with Morgan Stanley and holds Series 7, 63, and 66 licenses. Charles is also registered as an Investment Advisor Representative in multiple states. Charles has a broad range of experience in the securities industry and specializes in providing investment advice to individuals and businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/02/2023 - Present
Morgan Stanley (Jersey City NJ)
NJ
04/18/2011 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
04/13/2007 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 07/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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