Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Churchill is an Investment Advisor Representative at Citigroup Global Markets Inc. Charles has over 30 years of experience in the financial services industry. Charles is registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, and Virginia. Charles specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
08/07/2013 - 10/21/2014
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
09/26/2011 - 07/19/2013
FCG ADVISORS, LLC (CHATHAM NJ)
NJ
06/25/2008 - 09/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
09/01/2006 - 05/21/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
08/21/1996 - 09/06/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
TX
08/07/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
NY
10/11/1993 - 08/08/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/23/1987 - 09/01/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
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.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
N
New York Stock Exchange
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