Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles J. Murison is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with Citigroup Global Markets Inc. and has previously held registrations with several other firms, including CitiCorp Investment Services, Prudential Securities Incorporated, and Cowen & Co. Charles holds multiple licenses and registrations, including Series 7, 9, 10, 14, 24, 63, and 65. Charles is registered to provide investment advisory services in all 50 states. Charles specializes in financial planning, portfolio management for individuals and businesses, asset allocation advice, security ratings, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
02/23/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/12/1993 - 12/19/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/25/1991 - 12/03/1992
COWEN & CO. (NEW YORK NY)
NY
06/07/1990 - 02/05/1991
JESUP, JOSEPHTHAL & CO., INC. (ISLIP NY)
NA
05/29/1990 - 06/05/1990
JESUP & LAMONT, INCORPORATED
NA
11/02/1989 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
NY
08/07/1987 - 10/24/1989
COWEN & CO. (NEW YORK NY)
NA
12/20/1984 - 07/30/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/3/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/9/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/8/1990
Series 24 - General Securities Principal Examination
BC
Issued 3/25/1990
Series 14 - Compliance Officer Examination
BC
Issued 6/8/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
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Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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