Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Marvin Wilson is a financial advisor with over 40 years of experience in the industry. Charles has been registered with Wells Fargo Clearing Services, LLC since 2009 and has a Series 63, 65, 7, 3, 5, 8, 9, 10 and SIE license. Charles has a proven track record of providing financial advice to individuals, families, and businesses. Charles is also a member of the board of directors for 45 East 85th Street LLC, a co-op in New York, NY. Charles specializes in providing financial planning, investment consulting, and portfolio management services. Charles is committed to providing personalized advice and helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
CT
01/21/2010 - Present
Wells Fargo Clearing Services, LLC (DANBURY CT)
NY
04/24/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/19/1987 - 04/29/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/22/1983 - 03/24/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1988
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/1983
Series 5 - Interest Rate Options Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Charles Wilson is the right advisor for you? Invested Better is here to help.
