Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Richard Heckelman is a financial advisor at Cantor Fitzgerald & Co., located in Summit, NJ. Charles has been in the financial services industry since 1984. Charles previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA SECURITIES LLC, BNP PARIBAS SECURITIES CORP., PAINEWEBBER INCORPORATED, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, and CS FIRST BOSTON CORPORATION. Charles is licensed to sell securities in 14 states.
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.
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.
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2
NJ
08/25/2014 - Present
Cantor Fitzgerald & Co. (SUMMIT NJ)
NY
11/01/2010 - 06/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/09/2003 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
12/04/2000 - 03/28/2003
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NJ
04/25/2000 - 11/29/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
04/19/1989 - 08/08/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/26/1985 - 04/06/1989
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
06/07/1983 - 06/26/1984
MERRILL LYNCH FUNDS DISTRIBUTOR, INC.
BC
Issued 08/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1985
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1985
Series 5 - Interest Rate Options Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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