Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles T. Webster is a financial advisor with J.p. Morgan Securities LLC. Charles has been in the financial industry since 2013. Charles is registered with the state of California, and Texas. Charles has earned the Series 7 and Series 66 licenses. Charles also holds the Securities Industry Essentials (SIE) designation. Charles works with a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, labor unions, charitable organizations, insurance companies, and pension and profit-sharing plans. Charles provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Charles has experience with Morgan Stanley and JPMorgan Chase Bank. Charles's current office is located in Napa, California.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
02/07/2024 - Present
J.p. Morgan Securities LLC (NAPA CA)
CA
06/27/2013 - 04/21/2016
MORGAN STANLEY (NAPA CA)
BOTH
Issued 07/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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