Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edelman is a financial professional with over 25 years of experience in the financial services industry. Charles has held positions at several prominent firms including J.P. Morgan Securities Inc. and Bear, Stearns & Co. Inc.. Currently, Charles is registered with Cantor Fitzgerald & Co. and holds Series 7, 24, 63, 79TO, and SIE licenses. Charles is registered in New York and is actively involved in the investment banking industry.
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.
1
2
NY
03/08/2010 - Present
Cantor Fitzgerald & Co. (NEW YORK NY)
NY
10/01/2008 - 03/02/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/02/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/01/1996 - 06/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
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
Not sure Charles Edelman is the right advisor for you? Invested Better is here to help.
