Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Patrick Robinson is a registered investment advisor with Morgan Stanley. Charles is a financial professional with over 40 years of experience in the financial industry. Charles has held registrations with several firms including UBS Financial Services, Prudential Securities, Thomson McKinnon Securities, and Bache Halsey Stuart, among others. Charles currently holds a Series 7TO, Series 63, and SIE registration and is licensed in 42 states. Charles specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and investment companies, and selection of other advisors.
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
PA
04/23/2020 - Present
Morgan Stanley (Berwyn PA)
PA
11/10/2000 - 03/15/2011
UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)
NY
09/15/1989 - 11/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/03/1984 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
09/16/1977 - 04/23/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
03/07/1974 - 02/27/1976
BACHE & CO., INCORPORATED
BC
Issued 05/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 03/04/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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