Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McAteer is a financial advisor with Siebert Williams Shank & CO., LLC based in NEW YORK, NY. Charles has been in the industry since July 1, 1999. Charles has a Series 63, Series 7, and SIE license and is registered with FINRA. Charles is registered in 15 states, including Arizona, California, District of Columbia, Florida, Georgia, Illinois, Louisiana, Massachusetts, Missouri, New Mexico, New York, Ohio, Oklahoma, Texas, and Washington. Charles was previously registered with THE WILLIAMS CAPITAL GROUP, L.P. and J.P. MORGAN SECURITIES INC.
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.
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.
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NY
11/05/2019 - Present
Siebert Williams Shank & CO., LLC (NEW YORK NY)
NY
12/01/2008 - 11/05/2019
THE WILLIAMS CAPITAL GROUP, L.P. (NEW YORK NY)
NY
01/10/2001 - 08/07/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/09/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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