Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Paul Wehmeyer is a registered representative with Morgan Stanley, working out of the Sea Girt, NJ office. He has been active in the financial industry for over 30 years and holds the Series 63, Series 65, Series 7 and SIE licenses. Prior to joining Morgan Stanley, Charles worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, both also based in New Jersey. Charles specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses and investment companies.
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
NJ
09/08/2023 - Present
Morgan Stanley (Sea Girt NJ)
NJ
01/14/2009 - 09/19/2023
UBS FINANCIAL SERVICES INC. (MANASQUAN NJ)
NJ
03/19/1992 - 01/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
IA
Issued 10/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Charles Wehmeyer is the right advisor for you? Invested Better is here to help.
