Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gilbride is a financial advisor with over 33 years of experience in the industry. Charles is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed in 46 states. Charles has a strong background in financial planning, portfolio management and investment advisory services. Charles has previously held positions with other firms such as NatAlliance Securities, LLC, BB&T Securities, LLC, Scott & Stringfellow, LLC and Bergen Capital, Inc. Charles holds several licenses including the Series 66, 63, 24, 53, 79TO, 52TO, SIE and 7.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
02/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Livingston Manor NY)
NY
02/19/2015 - 11/30/2021
NATALLIANCE SECURITIES, LLC (New York NY)
NJ
01/02/2013 - 02/04/2015
BB&T SECURITIES, LLC (HASBROUCK HEIGHTS NJ)
NJ
01/05/2006 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (HASBROUCK HEIGHTS NJ)
GA
04/01/1999 - 01/12/2006
BERGEN CAPITAL, INC. (ALPHARETTA GA)
NJ
04/19/1994 - 03/03/1999
GILMORE SECURITIES & CO. (FORT LEE NJ)
NJ
06/10/1992 - 08/23/1995
HYM FINANCIAL, INC. (CLIFTON NJ)
NY
01/02/1990 - 05/27/1992
STOEVER, GLASS & COMPANY INC. (NEW YORK NY)
NA
04/19/1988 - 01/20/1990
DEAN WITTER REYNOLDS INC.
BOTH
Issued 05/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/06/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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