Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Matthew Devereux is a financial advisor who has been working in the industry since 1999. Charles is registered with Neuberger Berman BD LLC and holds Series 7, 7TO, 63 and 66 licenses. Charles has experience at ValueMetrics Capital, L.L.C., Henderson Global Investors and T Rowe Price. Charles provides portfolio management services to various Neuberger Berman BD LLC clients, including separate accounts and pooled investment vehicles, which are managed by Neuberger Berman Investment Advisers LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/20/2023 - Present
Neuberger Berman BD LLC (Radnor PA)
IL
11/17/1999 - 03/24/2003
VALUEMETRICS CAPITAL, L.L.C. (CHICAGO IL)
BOTH
Issued 09/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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