Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Vetters is an investment advisor representative with Morgan Stanley. Charles has been in the financial services industry for over 20 years, working for both Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. prior to joining Morgan Stanley. Charles is registered in 43 states and holds licenses in securities, futures, and commodities. Charles provides portfolio management, financial planning, and investment advisory services to a variety of clients, including individuals, families, corporations, and charitable organizations. Charles is an experienced advisor and is dedicated to providing personalized financial guidance.
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
TX
06/01/2009 - Present
Morgan Stanley (Houston TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
08/25/2004 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2004
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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