Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Picerni is an investment advisor representative at Sensible Money, LLC, located in Scottsdale, Arizona. Charles has been in the industry since 2021 and has a Series 63, Series 65, and Series 6TO license. Charles has worked with high net worth individuals and individuals other than high net worth, providing financial planning and portfolio management services. Charles has also worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. in the past.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/18/2022 - Present
Sensible Money, LLC (SCOTTSDALE AZ)
AZ
03/11/2021 - 10/30/2021
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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