Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Colchamiro is a registered investment advisor with Joseph Gunnar & Co. LLC, based in Uniondale, NY. Charles has over 35 years of experience in the financial services industry. Charles is also a General Partner of the JGUN Affiliated Buttonwood Funds as a non-voting passive member. Charles specializes in providing investment advice to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Share in fees paid to tpmms
1
2
NY
09/02/2021 - Present
Joseph Gunnar & Co. LLC (UNIONDALE NY)
NY
11/17/2005 - 08/06/2018
OPPENHEIMER & CO. INC. (NEW YORK NY)
CT
09/28/2001 - 12/12/2005
ADVEST, INC. (HARTFORD CT)
MA
05/11/1993 - 10/09/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
02/14/1984 - 05/21/1993
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NA
02/04/1983 - 02/03/1984
DEAN WITTER REYNOLDS INC.
NA
05/04/1982 - 01/25/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
12/18/1981 - 02/02/1982
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 10/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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