Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McGlinn is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Nylife Securities LLC in Edison, New Jersey. Charles has a strong background in investment company products and variable contracts, as evidenced by his Series 6, Series 6TO and Series 26 licenses. Charles holds a Series 63 license for securities and a Series 65 license for investment advisory. Charles previously worked with firms including CETERA INVESTMENT SERVICES LLC, PRUCO SECURITIES, LLC., CLIENT ONE SECURITIES LLC and ALLSTATE FINANCIAL SERVICES, 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.
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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2
NJ
03/11/2024 - Present
Nylife Securities LLC (EDISON NJ)
PA
10/02/2023 - 01/31/2024
CETERA INVESTMENT SERVICES LLC (PHILADELPHIA PA)
NJ
03/08/2021 - 10/13/2021
PRUCO SECURITIES, LLC. (Marlton NJ)
NJ
02/28/2020 - 04/30/2020
CLIENT ONE SECURITIES LLC (Cherry Hill NJ)
NJ
07/13/2001 - 07/19/2010
ALLSTATE FINANCIAL SERVICES, LLC (AUDUBON NJ)
IA
Issued 03/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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