Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Tamburello is an active investment advisor representative with over 30 years of experience in the financial services industry. Charles is registered with Lincoln Investment and Capital Analysts in New York and Florida, and has previously been registered with several other firms in both New York and Illinois. Charles is licensed to provide investment advice and securities brokerage services in a number of states, including Florida, New York, Massachusetts, Connecticut, Pennsylvania, Georgia, North Carolina, Maine, and New Jersey. Charles's focus is on providing financial planning, portfolio management, and selection of other advisors to a wide variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/25/2021 - Present
Lincoln Investment (Holbrook NY)
NY
02/15/2005 - 08/12/2010
GREAT AMERICAN ADVISORS, INC. (SMITHTOWN NY)
IL
01/24/1996 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
NY
09/03/1993 - 02/10/1996
TIMECAPITAL SECURITIES CORPORATION (PORT JEFFERSON STATION NY)
NY
04/30/1990 - 08/26/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/19/1989 - 04/30/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/26/1984 - 11/26/1986
LIFE PLANNING INC.
NA
06/21/1983 - 09/06/1983
FIRST INVESTORS CORPORATION
NA
06/21/1977 - 03/28/1978
FIRST INVESTORS CORPORATION
NA
04/01/1977 - 06/05/1977
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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